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 | $63,669 | $135,635-53.1% | $110,238-42.2% | $135,375-53.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -5.65% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,952 | $4,906+82.5% | $3,826+134.0% | $4,779+87.3% |
| Participant deferral / active EE | $7,195 | $5,506+30.7% | $4,672+54.0% | $5,609+28.3% |
| Admin fee / account holder | -$962 | $11,457-108.4% | $8,547-111.3% | $10,827-108.9% |