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 | $81,254 | $135,635-40.1% | $110,238-26.3% | $135,375-40.0% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -6.69% | 513.19%-519.9pp | 314.74%-321.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,695 | $4,906-65.5% | $3,826-55.7% | $4,779-64.5% |
| Participant deferral / active EE | $1,985 | $5,506-64.0% | $4,672-57.5% | $5,609-64.6% |
| Admin fee / account holder | $170 | $11,457-98.5% | $8,547-98.0% | $10,827-98.4% |