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 7-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 | $51,247 | $138,044-62.9% | $125,339-59.1% | $134,475-61.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.52% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,221 | $5,243+18.6% | $4,814+29.2% | $4,740+31.2% |
| Participant deferral / active EE | $8,910 | $7,799+14.2% | $7,446+19.7% | $6,400+39.2% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |