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 | $68,102 | $190,805-64.3% | $159,960-57.4% | $134,475-49.4% |
| Participation rate | 93.3% | 81.9%+11.4pp | 78.0%+15.4pp | 81.2%+12.1pp |
| Annual return | -12.09% | 552.23%-564.3pp | 408.60%-420.7pp | 417.96%-430.1pp |
| Employer contribution / active EE | $1,944 | $4,995-61.1% | $4,226-54.0% | $4,740-59.0% |
| Participant deferral / active EE | $3,017 | $6,923-56.4% | $6,182-51.2% | $6,400-52.9% |
| Admin fee / account holder | $151 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |