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 6-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 | $37,178 | $133,958-72.2% | $112,228-66.9% | $134,475-72.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.42% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,331 | $4,038-17.5% | $3,635-8.3% | $4,740-29.7% |
| Participant deferral / active EE | $9,468 | $5,291+79.0% | $4,728+100.3% | $6,400+47.9% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |