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 | $88,628 | $180,449-50.9% | $154,107-42.5% | $135,375-34.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -3.29% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,301 | $6,035-78.4% | $5,298-75.4% | $4,779-72.8% |
| Participant deferral / active EE | $4,637 | $5,806-20.1% | $5,081-8.7% | $5,609-17.3% |
| Admin fee / account holder | $42 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |