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 | $89,198 | $180,449-50.6% | $154,107-42.1% | $135,375-34.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -1.13% | 888.09%-889.2pp | 735.12%-736.2pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,478 | $6,035-75.5% | $5,298-72.1% | $4,779-69.1% |
| Participant deferral / active EE | $5,981 | $5,806+3.0% | $5,081+17.7% | $5,609+6.6% |
| Admin fee / account holder | $64 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |