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 | $94,488 | $127,386-25.8% | $115,037-17.9% | $125,391-24.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.28% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,875 | $5,166+13.7% | $4,608+27.5% | $4,866+20.7% |
| Participant deferral / active EE | $5,850 | $6,423-8.9% | $6,026-2.9% | $5,352+9.3% |
| Admin fee / account holder | $258 | $9,516-97.3% | $8,175-96.8% | $9,540-97.3% |