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 | $50,700 | $152,509-66.8% | $117,472-56.8% | $134,475-62.3% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -16.70% | 52.99%-69.7pp | 29.74%-46.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,051 | $5,571-81.1% | $4,176-74.8% | $4,740-77.8% |
| Participant deferral / active EE | $5,134 | $4,818+6.6% | $4,070+26.1% | $6,400-19.8% |
| Admin fee / account holder | $270 | $7,004-96.1% | $5,645-95.2% | $11,426-97.6% |