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 | $61,509 | $138,044-55.4% | $125,339-50.9% | $134,475-54.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.19% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,992 | $5,243-42.9% | $4,814-37.8% | $4,740-36.9% |
| Participant deferral / active EE | $8,730 | $7,799+11.9% | $7,446+17.2% | $6,400+36.4% |
| Admin fee / account holder | $189 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |