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 | $80,950 | $180,449-55.1% | $154,107-47.5% | $135,375-40.2% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -7.75% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,797 | $6,035-70.2% | $5,298-66.1% | $4,779-62.4% |
| Participant deferral / active EE | $6,282 | $5,806+8.2% | $5,081+23.6% | $5,609+12.0% |
| Admin fee / account holder | $92 | $16,143-99.4% | $13,411-99.3% | $10,827-99.2% |