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 | $91,989 | $82,630+11.3% | $64,105+43.5% | $125,391-26.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -3.02% | 1489.72%-1492.7pp | 791.24%-794.3pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,217 | $2,671-54.4% | $1,820-33.1% | $4,866-75.0% |
| Participant deferral / active EE | $4,781 | $3,608+32.5% | $2,822+69.4% | $5,352-10.7% |
| Admin fee / account holder | $180 | $6,382-97.2% | $4,499-96.0% | $9,540-98.1% |