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 | $73,934 | $138,044-46.4% | $125,339-41.0% | $134,475-45.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.93% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,583 | $5,243-69.8% | $4,814-67.1% | $4,740-66.6% |
| Participant deferral / active EE | $8,329 | $7,799+6.8% | $7,446+11.9% | $6,400+30.1% |
| Admin fee / account holder | $271 | $11,571-97.7% | $10,010-97.3% | $11,426-97.6% |