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 | $103,990 | $168,632-38.3% | $147,614-29.6% | $125,391-17.1% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -2.98% | 77.65%-80.6pp | 61.98%-65.0pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,831 | $6,252-70.7% | $5,564-67.1% | $4,866-62.4% |
| Participant deferral / active EE | $5,488 | $5,507-0.3% | $4,895+12.1% | $5,352+2.5% |
| Admin fee / account holder | $263 | $13,580-98.1% | $11,611-97.7% | $9,540-97.2% |