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 | $117,024 | $138,065-15.2% | $123,544-5.3% | $135,375-13.6% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,419 | $5,151-72.5% | $4,628-69.3% | $4,779-70.3% |
| Participant deferral / active EE | $5,064 | $6,799-25.5% | $6,426-21.2% | $5,609-9.7% |
| Admin fee / account holder | $191 | $10,916-98.3% | $9,284-97.9% | $10,827-98.2% |