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 | $41,232 | $138,065-70.1% | $123,544-66.6% | $135,375-69.5% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -9.01% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,765 | $5,151-46.3% | $4,628-40.2% | $4,779-42.1% |
| Participant deferral / active EE | $5,152 | $6,799-24.2% | $6,426-19.8% | $5,609-8.1% |
| Admin fee / account holder | $164 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |