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 | $61,539 | $92,703-33.6% | $82,719-25.6% | $134,475-54.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -20.28% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,969 | $3,274+21.2% | $3,009+31.9% | $4,740-16.3% |
| Participant deferral / active EE | $6,024 | $4,802+25.4% | $4,395+37.1% | $6,400-5.9% |
| Admin fee / account holder | $263 | $5,983-95.6% | $5,329-95.1% | $11,426-97.7% |