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 | $103,252 | $180,449-42.8% | $154,107-33.0% | $135,375-23.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.30% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,993 | $6,035-50.4% | $5,298-43.5% | $4,779-37.4% |
| Participant deferral / active EE | $4,819 | $5,806-17.0% | $5,081-5.2% | $5,609-14.1% |
| Admin fee / account holder | $29 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |