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 | $56,670 | $138,044-58.9% | $125,339-54.8% | $134,475-57.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.79% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,146 | $5,243-59.1% | $4,814-55.4% | $4,740-54.7% |
| Participant deferral / active EE | $4,548 | $7,799-41.7% | $7,446-38.9% | $6,400-28.9% |
| Admin fee / account holder | $109 | $11,571-99.1% | $10,010-98.9% | $11,426-99.0% |