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 | $50,599 | $138,065-63.4% | $123,544-59.0% | $135,375-62.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.76% | 153.68%-159.4pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,718 | $5,151-66.6% | $4,628-62.9% | $4,779-64.0% |
| Participant deferral / active EE | $4,817 | $6,799-29.2% | $6,426-25.0% | $5,609-14.1% |
| Admin fee / account holder | $264 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |