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 8-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 | $103,832 | $138,044-24.8% | $125,339-17.2% | $134,475-22.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.38% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,383 | $5,243+2.7% | $4,814+11.8% | $4,740+13.6% |
| Participant deferral / active EE | $13,803 | $7,799+77.0% | $7,446+85.4% | $6,400+115.7% |
| Admin fee / account holder | $72 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |