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 | $38,881 | $138,065-71.8% | $123,544-68.5% | $135,375-71.3% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.74% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,406 | $5,151-14.5% | $4,628-4.8% | $4,779-7.8% |
| Participant deferral / active EE | $8,856 | $6,799+30.3% | $6,426+37.8% | $5,609+57.9% |
| Admin fee / account holder | $186 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |