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 | $51,992 | $97,757-46.8% | $83,848-38.0% | $135,375-61.6% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | -2.43% | 1287.37%-1289.8pp | 850.88%-853.3pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,152 | $4,222-49.0% | $3,631-40.7% | $4,779-55.0% |
| Participant deferral / active EE | $3,529 | $4,682-24.6% | $4,082-13.5% | $5,609-37.1% |
| Admin fee / account holder | $299 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |