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 | $106,653 | $190,805-44.1% | $159,960-33.3% | $134,475-20.7% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -18.05% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,908 | $4,995-41.8% | $4,226-31.2% | $4,740-38.7% |
| Participant deferral / active EE | $8,558 | $6,923+23.6% | $6,182+38.4% | $6,400+33.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |