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 | $122,168 | $138,044-11.5% | $125,339-2.5% | $134,475-9.2% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -8.52% | 750.33%-758.8pp | 572.05%-580.6pp | 417.96%-426.5pp |
| Employer contribution / active EE | $4,979 | $5,243-5.0% | $4,814+3.4% | $4,740+5.0% |
| Participant deferral / active EE | $3,133 | $7,799-59.8% | $7,446-57.9% | $6,400-51.0% |
| Admin fee / account holder | $113 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |