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 | $102,155 | $180,449-43.4% | $154,107-33.7% | $135,375-24.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -0.96% | 888.09%-889.0pp | 735.12%-736.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,459 | $6,035-59.3% | $5,298-53.6% | $4,779-48.6% |
| Participant deferral / active EE | $7,906 | $5,806+36.2% | $5,081+55.6% | $5,609+41.0% |
| Admin fee / account holder | $64 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |