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 9-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 | $38,161 | $133,958-71.5% | $112,228-66.0% | $134,475-71.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | -18.60% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,075 | $4,038-23.9% | $3,635-15.4% | $4,740-35.1% |
| Participant deferral / active EE | $1,943 | $5,291-63.3% | $4,728-58.9% | $6,400-69.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |