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 | $115,935 | $160,055-27.6% | $140,016-17.2% | $135,375-14.4% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | -7.47% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,217 | $6,420-65.5% | $5,606-60.4% | $4,779-53.6% |
| Participant deferral / active EE | $3,717 | $7,642-51.4% | $6,927-46.3% | $5,609-33.7% |
| Admin fee / account holder | $41 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |