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 | $61,687 | $97,757-36.9% | $83,848-26.4% | $135,375-54.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.68% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,413 | $4,222-66.5% | $3,631-61.1% | $4,779-70.4% |
| Participant deferral / active EE | $3,119 | $4,682-33.4% | $4,082-23.6% | $5,609-44.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |