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 | $113,222 | $138,065-18.0% | $123,544-8.4% | $135,375-16.4% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -3.14% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $6,053 | $5,151+17.5% | $4,628+30.8% | $4,779+26.7% |
| Participant deferral / active EE | $9,950 | $6,799+46.3% | $6,426+54.9% | $5,609+77.4% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |