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 | $75,405 | $138,065-45.4% | $123,544-39.0% | $135,375-44.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.77% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $2,890 | $5,151-43.9% | $4,628-37.6% | $4,779-39.5% |
| Participant deferral / active EE | $7,960 | $6,799+17.1% | $6,426+23.9% | $5,609+41.9% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |