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 | $123,735 | $168,632-26.6% | $147,614-16.2% | $125,391-1.3% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -1.68% | 77.65%-79.3pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,821 | $6,252-54.9% | $5,564-49.3% | $4,866-42.0% |
| Participant deferral / active EE | $5,836 | $5,507+6.0% | $4,895+19.2% | $5,352+9.1% |
| Admin fee / account holder | $51 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |