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 6-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 | $127,623 | $138,044-7.5% | $125,339+1.8% | $134,475-5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.49% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,067 | $5,243-60.6% | $4,814-57.1% | $4,740-56.4% |
| Participant deferral / active EE | $8,293 | $7,799+6.3% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $98 | $11,571-99.2% | $10,010-99.0% | $11,426-99.1% |