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 | $108,008 | $92,703+16.5% | $82,719+30.6% | $134,475-19.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -15.48% | 944.92%-960.4pp | 701.18%-716.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,360 | $3,274-58.5% | $3,009-54.8% | $4,740-71.3% |
| Participant deferral / active EE | $5,436 | $4,802+13.2% | $4,395+23.7% | $6,400-15.1% |
| Admin fee / account holder | $247 | $5,983-95.9% | $5,329-95.4% | $11,426-97.8% |