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 | $79,031 | $138,044-42.7% | $125,339-36.9% | $134,475-41.2% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -19.80% | 750.33%-770.1pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,421 | $5,243-34.8% | $4,814-28.9% | $4,740-27.8% |
| Participant deferral / active EE | $7,360 | $7,799-5.6% | $7,446-1.2% | $6,400+15.0% |
| Admin fee / account holder | $141 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |