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 | $69,388 | $180,449-61.5% | $154,107-55.0% | $135,375-48.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -1.87% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $1,898 | $6,035-68.6% | $5,298-64.2% | $4,779-60.3% |
| Participant deferral / active EE | $3,735 | $5,806-35.7% | $5,081-26.5% | $5,609-33.4% |
| Admin fee / account holder | $53 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |