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 | $63,122 | $133,958-52.9% | $112,228-43.8% | $134,475-53.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.28% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,616 | $4,038-60.0% | $3,635-55.5% | $4,740-65.9% |
| Participant deferral / active EE | $3,400 | $5,291-35.7% | $4,728-28.1% | $6,400-46.9% |
| Admin fee / account holder | $88 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |