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 | $28,636 | $138,044-79.3% | $125,339-77.2% | $134,475-78.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -12.43% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,651 | $5,243-68.5% | $4,814-65.7% | $4,740-65.2% |
| Participant deferral / active EE | $3,045 | $7,799-61.0% | $7,446-59.1% | $6,400-52.4% |
| Admin fee / account holder | $293 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |