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 | $130,398 | $168,632-22.7% | $147,614-11.7% | $125,391+4.0% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -1.86% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $6,256 | $6,252+0.1% | $5,564+12.4% | $4,866+28.6% |
| Participant deferral / active EE | $4,869 | $5,507-11.6% | $4,895-0.5% | $5,352-9.0% |
| Admin fee / account holder | $68 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |