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 9-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 | $61,209 | $180,449-66.1% | $154,107-60.3% | $135,375-54.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.35% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $7,226 | $6,035+19.7% | $5,298+36.4% | $4,779+51.2% |
| Participant deferral / active EE | $6,789 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $208 | $16,143-98.7% | $13,411-98.5% | $10,827-98.1% |