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 | $79,618 | $127,386-37.5% | $115,037-30.8% | $125,391-36.5% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -1.64% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,352 | $5,166-54.5% | $4,608-49.0% | $4,866-51.7% |
| Participant deferral / active EE | $5,598 | $6,423-12.8% | $6,026-7.1% | $5,352+4.6% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |