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 | $35,996 | $138,044-73.9% | $125,339-71.3% | $134,475-73.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.62% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $6,584 | $5,243+25.6% | $4,814+36.8% | $4,740+38.9% |
| Participant deferral / active EE | $9,273 | $7,799+18.9% | $7,446+24.5% | $6,400+44.9% |
| Admin fee / account holder | $29 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |