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 | $134,191 | $133,958+0.2% | $112,228+19.6% | $134,475-0.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.85% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,278 | $4,038+80.2% | $3,635+100.3% | $4,740+53.6% |
| Participant deferral / active EE | $7,073 | $5,291+33.7% | $4,728+49.6% | $6,400+10.5% |
| Admin fee / account holder | $188 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |