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 | $22,561 | $138,065-83.7% | $123,544-81.7% | $135,375-83.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.12% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,886 | $5,151-44.0% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $3,550 | $6,799-47.8% | $6,426-44.8% | $5,609-36.7% |
| Admin fee / account holder | $116 | $10,916-98.9% | $9,284-98.8% | $10,827-98.9% |