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 | $31,248 | $180,449-82.7% | $154,107-79.7% | $135,375-76.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.49% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,833 | $6,035-69.6% | $5,298-65.4% | $4,779-61.6% |
| Participant deferral / active EE | $7,248 | $5,806+24.8% | $5,081+42.7% | $5,609+29.2% |
| Admin fee / account holder | $91 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |