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 | $96,183 | $93,024+3.4% | $77,024+24.9% | $134,475-28.5% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -13.83% | 62.60%-76.4pp | 42.32%-56.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,957 | $3,418-42.7% | $2,812-30.4% | $4,740-58.7% |
| Participant deferral / active EE | $4,440 | $5,238-15.2% | $4,426+0.3% | $6,400-30.6% |
| Admin fee / account holder | $153 | $6,944-97.8% | $5,425-97.2% | $11,426-98.7% |