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 | $53,807 | $138,044-61.0% | $125,339-57.1% | $134,475-60.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.20% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,134 | $5,243-40.2% | $4,814-34.9% | $4,740-33.9% |
| Participant deferral / active EE | $10,390 | $7,799+33.2% | $7,446+39.5% | $6,400+62.3% |
| Admin fee / account holder | $98 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |