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 | $64,221 | $211,958-69.7% | $169,463-62.1% | $135,375-52.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.16% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,221 | $5,120-76.2% | $4,159-70.7% | $4,779-74.5% |
| Participant deferral / active EE | $1,776 | $6,075-70.8% | $5,277-66.3% | $5,609-68.3% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |