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 | $37,333 | $95,971-61.1% | $74,550-49.9% | $135,375-72.4% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -6.08% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $844 | $2,716-68.9% | $1,961-57.0% | $4,779-82.3% |
| Participant deferral / active EE | $897 | $3,843-76.7% | $3,108-71.1% | $5,609-84.0% |
| Admin fee / account holder | $281 | $6,522-95.7% | $5,060-94.4% | $10,827-97.4% |