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 | $36,135 | $138,044-73.8% | $125,339-71.2% | $134,475-73.1% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -17.68% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,786 | $5,243-65.9% | $4,814-62.9% | $4,740-62.3% |
| Participant deferral / active EE | $2,886 | $7,799-63.0% | $7,446-61.2% | $6,400-54.9% |
| Admin fee / account holder | $273 | $11,571-97.6% | $10,010-97.3% | $11,426-97.6% |