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 | $77,519 | $138,065-43.9% | $123,544-37.3% | $135,375-42.7% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $5,477 | $5,151+6.3% | $4,628+18.3% | $4,779+14.6% |
| Participant deferral / active EE | $5,155 | $6,799-24.2% | $6,426-19.8% | $5,609-8.1% |
| Admin fee / account holder | $103 | $10,916-99.1% | $9,284-98.9% | $10,827-99.1% |