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 | $38,313 | $190,805-79.9% | $159,960-76.0% | $134,475-71.5% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -8.76% | 552.23%-561.0pp | 408.60%-417.4pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,030 | $4,995-59.4% | $4,226-52.0% | $4,740-57.2% |
| Participant deferral / active EE | $3,668 | $6,923-47.0% | $6,182-40.7% | $6,400-42.7% |
| Admin fee / account holder | $181 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |