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 | $37,464 | $138,044-72.9% | $125,339-70.1% | $134,475-72.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,304 | $5,243-56.1% | $4,814-52.1% | $4,740-51.4% |
| Participant deferral / active EE | $4,039 | $7,799-48.2% | $7,446-45.8% | $6,400-36.9% |
| Admin fee / account holder | $208 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |