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 | $75,732 | $84,402-10.3% | $61,373+23.4% | $134,475-43.7% |
| Participation rate | 93.3% | 62.2%+31.1pp | 52.6%+40.8pp | 81.2%+12.1pp |
| Annual return | -15.16% | 584.55%-599.7pp | 338.61%-353.8pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,908 | $1,544+88.3% | $1,159+150.8% | $4,740-38.6% |
| Participant deferral / active EE | $6,798 | $2,819+141.2% | $2,125+219.9% | $6,400+6.2% |
| Admin fee / account holder | $268 | $2,585-89.6% | $2,130-87.4% | $11,426-97.7% |