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 | $85,121 | $190,805-55.4% | $159,960-46.8% | $134,475-36.7% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -20.06% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,800 | $4,995-64.0% | $4,226-57.4% | $4,740-62.0% |
| Participant deferral / active EE | $2,653 | $6,923-61.7% | $6,182-57.1% | $6,400-58.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |