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 | $88,541 | $90,600-2.3% | $79,464+11.4% | $135,375-34.6% |
| Participation rate | 73.3% | 76.0%-2.7pp | 73.3%0pp | 82.6%-9.3pp |
| Annual return | -7.87% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,126 | $3,068-63.3% | $2,800-59.8% | $4,779-76.4% |
| Participant deferral / active EE | $4,255 | $4,050+5.1% | $3,704+14.9% | $5,609-24.1% |
| Admin fee / account holder | $216 | $5,907-96.3% | $5,113-95.8% | $10,827-98.0% |