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 | $83,360 | $168,632-50.6% | $147,614-43.5% | $125,391-33.5% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -0.57% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,737 | $6,252-72.2% | $5,564-68.8% | $4,866-64.3% |
| Participant deferral / active EE | $5,782 | $5,507+5.0% | $4,895+18.1% | $5,352+8.0% |
| Admin fee / account holder | $35 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |