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 | $76,774 | $190,805-59.8% | $159,960-52.0% | $134,475-42.9% |
| Participation rate | 95.0% | 81.9%+13.1pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -17.94% | 552.23%-570.2pp | 408.60%-426.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $11,334 | $4,995+126.9% | $4,226+168.2% | $4,740+139.1% |
| Participant deferral / active EE | $9,518 | $6,923+37.5% | $6,182+54.0% | $6,400+48.7% |
| Admin fee / account holder | $157 | $10,471-98.5% | $8,698-98.2% | $11,426-98.6% |