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 | $54,978 | $138,044-60.2% | $125,339-56.1% | $134,475-59.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.34% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $14,171 | $5,243+170.3% | $4,814+194.4% | $4,740+199.0% |
| Participant deferral / active EE | $11,055 | $7,799+41.8% | $7,446+48.5% | $6,400+72.7% |
| Admin fee / account holder | $155 | $11,571-98.7% | $10,010-98.4% | $11,426-98.6% |