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 | $87,950 | $138,065-36.3% | $123,544-28.8% | $135,375-35.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -2.97% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,670 | $5,151-67.6% | $4,628-63.9% | $4,779-65.1% |
| Participant deferral / active EE | $8,412 | $6,799+23.7% | $6,426+30.9% | $5,609+50.0% |
| Admin fee / account holder | $182 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |