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 | $99,248 | $138,044-28.1% | $125,339-20.8% | $134,475-26.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.49% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $5,279 | $5,243+0.7% | $4,814+9.7% | $4,740+11.4% |
| Participant deferral / active EE | $9,464 | $7,799+21.4% | $7,446+27.1% | $6,400+47.9% |
| Admin fee / account holder | $141 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |