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 | $113,548 | $138,044-17.7% | $125,339-9.4% | $134,475-15.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.52% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,078 | $5,243-41.3% | $4,814-36.1% | $4,740-35.1% |
| Participant deferral / active EE | $12,597 | $7,799+61.5% | $7,446+69.2% | $6,400+96.8% |
| Admin fee / account holder | $251 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |