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 | $59,894 | $135,635-55.8% | $110,238-45.7% | $135,375-55.8% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -1.02% | 513.19%-514.2pp | 314.74%-315.8pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,719 | $4,906-65.0% | $3,826-55.1% | $4,779-64.0% |
| Participant deferral / active EE | $2,641 | $5,506-52.0% | $4,672-43.5% | $5,609-52.9% |
| Admin fee / account holder | $70 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |