See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,200 | $147,727-54.5% | $115,756-41.9% | $134,475-50.0% |
| Participation rate | 91.7% | 80.4%+11.2pp | 77.1%+14.6pp | 81.2%+10.4pp |
| Annual return | -20.65% | 73.96%-94.6pp | 143.14%-163.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,025 | $4,713-57.0% | $3,793-46.6% | $4,740-57.3% |
| Participant deferral / active EE | $3,688 | $7,563-51.2% | $6,254-41.0% | $6,400-42.4% |
| Admin fee / account holder | $22 | $14,571-99.8% | $8,124-99.7% | $11,426-99.8% |