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 | $44,990 | $138,044-67.4% | $125,339-64.1% | $134,475-66.5% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.70% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $4,098 | $5,243-21.8% | $4,814-14.9% | $4,740-13.5% |
| Participant deferral / active EE | $6,952 | $7,799-10.9% | $7,446-6.6% | $6,400+8.6% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |