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 | $128,262 | $180,449-28.9% | $154,107-16.8% | $135,375-5.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -3.16% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $8,582 | $6,035+42.2% | $5,298+62.0% | $4,779+79.6% |
| Participant deferral / active EE | $4,767 | $5,806-17.9% | $5,081-6.2% | $5,609-15.0% |
| Admin fee / account holder | $193 | $16,143-98.8% | $13,411-98.6% | $10,827-98.2% |