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 | $98,927 | $135,635-27.1% | $110,238-10.3% | $135,375-26.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.40% | 513.19%-519.6pp | 314.74%-321.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,665 | $4,906-66.1% | $3,826-56.5% | $4,779-65.2% |
| Participant deferral / active EE | $2,879 | $5,506-47.7% | $4,672-38.4% | $5,609-48.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |