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 | $122,639 | $180,449-32.0% | $154,107-20.4% | $135,375-9.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.41% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,955 | $6,035-34.5% | $5,298-25.3% | $4,779-17.2% |
| Participant deferral / active EE | $3,757 | $5,806-35.3% | $5,081-26.0% | $5,609-33.0% |
| Admin fee / account holder | $107 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |