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 | $30,295 | $138,044-78.1% | $125,339-75.8% | $134,475-77.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.71% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,426 | $5,243-34.7% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $6,087 | $7,799-21.9% | $7,446-18.3% | $6,400-4.9% |
| Admin fee / account holder | $287 | $11,571-97.5% | $10,010-97.1% | $11,426-97.5% |