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 | $33,275 | $138,065-75.9% | $123,544-73.1% | $135,375-75.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -8.37% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,926 | $5,151-23.8% | $4,628-15.2% | $4,779-17.8% |
| Participant deferral / active EE | $3,821 | $6,799-43.8% | $6,426-40.5% | $5,609-31.9% |
| Admin fee / account holder | $47 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |