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 | $97,339 | $180,449-46.1% | $154,107-36.8% | $135,375-28.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.65% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,210 | $6,035-63.4% | $5,298-58.3% | $4,779-53.8% |
| Participant deferral / active EE | $6,899 | $5,806+18.8% | $5,081+35.8% | $5,609+23.0% |
| Admin fee / account holder | $35 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |