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 8-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 | $96,684 | $138,044-30.0% | $125,339-22.9% | $134,475-28.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $16,961 | $5,243+223.5% | $4,814+252.4% | $4,740+257.9% |
| Participant deferral / active EE | $11,491 | $7,799+47.3% | $7,446+54.3% | $6,400+79.6% |
| Admin fee / account holder | $127 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |