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 | $91,978 | $180,449-49.0% | $154,107-40.3% | $135,375-32.1% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -6.04% | 888.09%-894.1pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,197 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $4,621 | $5,806-20.4% | $5,081-9.0% | $5,609-17.6% |
| Admin fee / account holder | $38 | $16,143-99.8% | $13,411-99.7% | $10,827-99.6% |