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 | $65,862 | $190,805-65.5% | $159,960-58.8% | $134,475-51.0% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -10.19% | 552.23%-562.4pp | 408.60%-418.8pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,450 | $4,995-50.9% | $4,226-42.0% | $4,740-48.3% |
| Participant deferral / active EE | $5,437 | $6,923-21.5% | $6,182-12.1% | $6,400-15.1% |
| Admin fee / account holder | $80 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |