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 | $111,855 | $190,805-41.4% | $159,960-30.1% | $134,475-16.8% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -15.79% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,969 | $4,995-40.6% | $4,226-29.7% | $4,740-37.4% |
| Participant deferral / active EE | $16,684 | $6,923+141.0% | $6,182+169.9% | $6,400+160.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |