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 | $97,181 | $190,805-49.1% | $159,960-39.2% | $134,475-27.7% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -19.40% | 552.23%-571.6pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,657 | $4,995-26.8% | $4,226-13.5% | $4,740-22.8% |
| Participant deferral / active EE | $9,562 | $6,923+38.1% | $6,182+54.7% | $6,400+49.4% |
| Admin fee / account holder | $282 | $10,471-97.3% | $8,698-96.8% | $11,426-97.5% |