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 | $116,111 | $190,805-39.1% | $159,960-27.4% | $134,475-13.7% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.09% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,386 | $4,995-52.2% | $4,226-43.5% | $4,740-49.7% |
| Participant deferral / active EE | $8,862 | $6,923+28.0% | $6,182+43.3% | $6,400+38.5% |
| Admin fee / account holder | $231 | $10,471-97.8% | $8,698-97.3% | $11,426-98.0% |