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 | $53,181 | $138,044-61.5% | $125,339-57.6% | $134,475-60.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -11.97% | 750.33%-762.3pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,829 | $5,243-65.1% | $4,814-62.0% | $4,740-61.4% |
| Participant deferral / active EE | $4,906 | $7,799-37.1% | $7,446-34.1% | $6,400-23.3% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |