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 | $64,381 | $97,757-34.1% | $83,848-23.2% | $135,375-52.4% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -8.10% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,679 | $4,222+10.8% | $3,631+28.9% | $4,779-2.1% |
| Participant deferral / active EE | $7,047 | $4,682+50.5% | $4,082+72.7% | $5,609+25.6% |
| Admin fee / account holder | $228 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |