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 | $62,434 | $138,065-54.8% | $123,544-49.5% | $135,375-53.9% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -4.60% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,287 | $5,151-36.2% | $4,628-29.0% | $4,779-31.2% |
| Participant deferral / active EE | $6,367 | $6,799-6.4% | $6,426-0.9% | $5,609+13.5% |
| Admin fee / account holder | $115 | $10,916-99.0% | $9,284-98.8% | $10,827-98.9% |