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 | $65,608 | $133,958-51.0% | $112,228-41.5% | $134,475-51.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -17.06% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,737 | $4,038-57.0% | $3,635-52.2% | $4,740-63.3% |
| Participant deferral / active EE | $5,041 | $5,291-4.7% | $4,728+6.6% | $6,400-21.2% |
| Admin fee / account holder | $14 | $7,489-99.8% | $6,410-99.8% | $11,426-99.9% |