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 | $78,041 | $138,065-43.5% | $123,544-36.8% | $135,375-42.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.91% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,502 | $5,151-12.6% | $4,628-2.7% | $4,779-5.8% |
| Participant deferral / active EE | $9,967 | $6,799+46.6% | $6,426+55.1% | $5,609+77.7% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |