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 | $37,248 | $138,065-73.0% | $123,544-69.9% | $135,375-72.5% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | -7.13% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,313 | $5,151-35.7% | $4,628-28.4% | $4,779-30.7% |
| Participant deferral / active EE | $2,868 | $6,799-57.8% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $50 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |