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 | $119,328 | $138,065-13.6% | $123,544-3.4% | $135,375-11.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.54% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,582 | $5,151-30.5% | $4,628-22.6% | $4,779-25.0% |
| Participant deferral / active EE | $4,482 | $6,799-34.1% | $6,426-30.2% | $5,609-20.1% |
| Admin fee / account holder | $63 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |