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 9-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 | $68,012 | $138,044-50.7% | $125,339-45.7% | $134,475-49.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $6,483 | $5,243+23.6% | $4,814+34.7% | $4,740+36.8% |
| Participant deferral / active EE | $13,743 | $7,799+76.2% | $7,446+84.6% | $6,400+114.7% |
| Admin fee / account holder | $103 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |