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 | $77,424 | $138,044-43.9% | $125,339-38.2% | $134,475-42.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.86% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,761 | $5,243-66.4% | $4,814-63.4% | $4,740-62.8% |
| Participant deferral / active EE | $5,934 | $7,799-23.9% | $7,446-20.3% | $6,400-7.3% |
| Admin fee / account holder | $179 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |