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 | $107,201 | $167,307-35.9% | $143,757-25.4% | $134,475-20.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.75% | 0.46%-15.2pp | -0.04%-14.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,980 | $5,619-47.0% | $4,951-39.8% | $4,740-37.1% |
| Participant deferral / active EE | $5,145 | $6,446-20.2% | $5,637-8.7% | $6,400-19.6% |
| Admin fee / account holder | $3 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |