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 | $64,838 | $106,543-39.1% | $91,220-28.9% | $134,475-51.8% |
| Participation rate | 76.9% | 76.8%+0.1pp | 73.2%+3.7pp | 81.2%-4.3pp |
| Annual return | -20.18% | 160.60%-180.8pp | 114.01%-134.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $3,808 | $3,331+14.3% | $2,850+33.6% | $4,740-19.7% |
| Participant deferral / active EE | $8,376 | $4,719+77.5% | $4,234+97.8% | $6,400+30.9% |
| Admin fee / account holder | $36 | $6,231-99.4% | $5,420-99.3% | $11,426-99.7% |