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 | $88,689 | $138,044-35.8% | $125,339-29.2% | $134,475-34.0% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.96% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,662 | $5,243-49.2% | $4,814-44.7% | $4,740-43.8% |
| Participant deferral / active EE | $5,504 | $7,799-29.4% | $7,446-26.1% | $6,400-14.0% |
| Admin fee / account holder | $9 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |