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 8-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 | $31,405 | $138,044-77.2% | $125,339-74.9% | $134,475-76.6% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -9.79% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,871 | $5,243-26.2% | $4,814-19.6% | $4,740-18.3% |
| Participant deferral / active EE | $7,645 | $7,799-2.0% | $7,446+2.7% | $6,400+19.5% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |