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 | $65,228 | $138,044-52.7% | $125,339-48.0% | $134,475-51.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,044 | $5,243-22.9% | $4,814-16.0% | $4,740-14.7% |
| Participant deferral / active EE | $10,931 | $7,799+40.2% | $7,446+46.8% | $6,400+70.8% |
| Admin fee / account holder | $126 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |