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 | $107,992 | $95,971+12.5% | $74,550+44.9% | $135,375-20.2% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -6.55% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $937 | $2,716-65.5% | $1,961-52.2% | $4,779-80.4% |
| Participant deferral / active EE | $5,234 | $3,843+36.2% | $3,108+68.4% | $5,609-6.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |