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 | $36,830 | $133,958-72.5% | $112,228-67.2% | $134,475-72.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.72% | 47.11%-62.8pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,015 | $4,038-50.1% | $3,635-44.5% | $4,740-57.5% |
| Participant deferral / active EE | $4,867 | $5,291-8.0% | $4,728+2.9% | $6,400-23.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |