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 7-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 | $57,781 | $138,044-58.1% | $125,339-53.9% | $134,475-57.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.49% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,853 | $5,243-45.6% | $4,814-40.7% | $4,740-39.8% |
| Participant deferral / active EE | $6,884 | $7,799-11.7% | $7,446-7.6% | $6,400+7.6% |
| Admin fee / account holder | $254 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |