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 | $66,155 | $160,055-58.7% | $140,016-52.8% | $135,375-51.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -4.94% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,749 | $6,420-72.8% | $5,606-68.8% | $4,779-63.4% |
| Participant deferral / active EE | $4,760 | $7,642-37.7% | $6,927-31.3% | $5,609-15.1% |
| Admin fee / account holder | $193 | $13,328-98.5% | $10,705-98.2% | $10,827-98.2% |