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 | $68,230 | $135,635-49.7% | $110,238-38.1% | $135,375-49.6% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -7.26% | 513.19%-520.4pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,784 | $4,906-43.3% | $3,826-27.2% | $4,779-41.7% |
| Participant deferral / active EE | $3,921 | $5,506-28.8% | $4,672-16.1% | $5,609-30.1% |
| Admin fee / account holder | $48 | $11,457-99.6% | $8,547-99.4% | $10,827-99.6% |