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 | $73,780 | $133,958-44.9% | $112,228-34.3% | $134,475-45.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.68% | 47.11%-61.8pp | 27.45%-42.1pp | 417.96%-432.6pp |
| Employer contribution / active EE | $9,883 | $4,038+144.8% | $3,635+171.9% | $4,740+108.5% |
| Participant deferral / active EE | $11,560 | $5,291+118.5% | $4,728+144.5% | $6,400+80.6% |
| Admin fee / account holder | $170 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |