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 | $50,530 | $180,449-72.0% | $154,107-67.2% | $135,375-62.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.63% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,733 | $6,035-71.3% | $5,298-67.3% | $4,779-63.7% |
| Participant deferral / active EE | $4,739 | $5,806-18.4% | $5,081-6.7% | $5,609-15.5% |
| Admin fee / account holder | $149 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |