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 | $95,866 | $138,044-30.6% | $125,339-23.5% | $134,475-28.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.76% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,814-47.5% | $4,740-46.7% |
| Participant deferral / active EE | $11,322 | $7,799+45.2% | $7,446+52.0% | $6,400+76.9% |
| Admin fee / account holder | $268 | $11,571-97.7% | $10,010-97.3% | $11,426-97.7% |