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 | $74,996 | $180,449-58.4% | $154,107-51.3% | $135,375-44.6% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -5.39% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,459 | $6,035-59.3% | $5,298-53.6% | $4,779-48.5% |
| Participant deferral / active EE | $4,277 | $5,806-26.3% | $5,081-15.8% | $5,609-23.8% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |