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 | $96,496 | $180,449-46.5% | $154,107-37.4% | $135,375-28.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.20% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,276 | $6,035-78.9% | $5,298-75.9% | $4,779-73.3% |
| Participant deferral / active EE | $4,709 | $5,806-18.9% | $5,081-7.3% | $5,609-16.0% |
| Admin fee / account holder | $120 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |