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 | $39,071 | $133,958-70.8% | $112,228-65.2% | $134,475-70.9% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -17.20% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,107 | $4,038+1.7% | $3,635+13.0% | $4,740-13.3% |
| Participant deferral / active EE | $9,525 | $5,291+80.0% | $4,728+101.5% | $6,400+48.8% |
| Admin fee / account holder | $179 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |