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 9-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 | $59,264 | $67,331-12.0% | $60,874-2.6% | $134,475-55.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -15.93% | 49.93%-65.9pp | 16.90%-32.8pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,118 | $3,096+0.7% | $2,701+15.4% | $4,740-34.2% |
| Participant deferral / active EE | $8,951 | $4,538+97.2% | $3,817+134.5% | $6,400+39.9% |
| Admin fee / account holder | $14 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |