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 | $100,088 | $160,055-37.5% | $140,016-28.5% | $135,375-26.1% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -8.28% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,631 | $6,420-74.6% | $5,606-70.9% | $4,779-65.9% |
| Participant deferral / active EE | $3,958 | $7,642-48.2% | $6,927-42.9% | $5,609-29.4% |
| Admin fee / account holder | $9 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |