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 6-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 | $28,892 | $133,958-78.4% | $112,228-74.3% | $134,475-78.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -19.99% | 47.11%-67.1pp | 27.45%-47.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,996 | $4,038-50.6% | $3,635-45.1% | $4,740-57.9% |
| Participant deferral / active EE | $5,619 | $5,291+6.2% | $4,728+18.8% | $6,400-12.2% |
| Admin fee / account holder | $184 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |