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 | $116,341 | $138,065-15.7% | $123,544-5.8% | $135,375-14.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.54% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,379 | $5,151-15.0% | $4,628-5.4% | $4,779-8.4% |
| Participant deferral / active EE | $11,700 | $6,799+72.1% | $6,426+82.1% | $5,609+108.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |