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 | $46,318 | $197,825-76.6% | $155,790-70.3% | $125,391-63.1% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -1.61% | 86.74%-88.3pp | 71.54%-73.1pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,433 | $5,630+32.0% | $4,797+55.0% | $5,352+38.9% |
| Admin fee / account holder | $12 | $9,545-99.9% | $7,478-99.8% | $9,540-99.9% |