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 | $68,477 | $167,307-59.1% | $143,757-52.4% | $134,475-49.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.39% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $10,510 | $5,619+87.0% | $4,951+112.3% | $4,740+121.7% |
| Participant deferral / active EE | $6,483 | $6,446+0.6% | $5,637+15.0% | $6,400+1.3% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |