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 9-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 | $141,851 | $180,449-21.4% | $154,107-8.0% | $135,375+4.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -5.91% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,876 | $6,035-68.9% | $5,298-64.6% | $4,779-60.8% |
| Participant deferral / active EE | $5,786 | $5,806-0.3% | $5,081+13.9% | $5,609+3.2% |
| Admin fee / account holder | $40 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |