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 | $43,954 | $133,958-67.2% | $112,228-60.8% | $134,475-67.3% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.85% | 47.11%-67.0pp | 27.45%-47.3pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,628 | $4,038-59.7% | $3,635-55.2% | $4,740-65.7% |
| Participant deferral / active EE | $6,843 | $5,291+29.3% | $4,728+44.7% | $6,400+6.9% |
| Admin fee / account holder | $99 | $7,489-98.7% | $6,410-98.5% | $11,426-99.1% |