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 8-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 | $53,544 | $138,065-61.2% | $123,544-56.7% | $135,375-60.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.93% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,081 | $5,151-79.0% | $4,628-76.6% | $4,779-77.4% |
| Participant deferral / active EE | $10,147 | $6,799+49.2% | $6,426+57.9% | $5,609+80.9% |
| Admin fee / account holder | $54 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |