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 | $96,077 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -8.02% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $4,807 | $5,151-6.7% | $4,628+3.9% | $4,779+0.6% |
| Participant deferral / active EE | $8,157 | $6,799+20.0% | $6,426+26.9% | $5,609+45.4% |
| Admin fee / account holder | $185 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |