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 | $65,043 | $138,065-52.9% | $123,544-47.4% | $135,375-52.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -0.53% | 153.68%-154.2pp | 119.20%-119.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $4,961 | $5,151-3.7% | $4,628+7.2% | $4,779+3.8% |
| Participant deferral / active EE | $10,161 | $6,799+49.4% | $6,426+58.1% | $5,609+81.2% |
| Admin fee / account holder | $174 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |