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 4-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 | $107,619 | $138,044-22.0% | $125,339-14.1% | $134,475-20.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -12.66% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $6,580 | $5,243+25.5% | $4,814+36.7% | $4,740+38.8% |
| Participant deferral / active EE | $3,437 | $7,799-55.9% | $7,446-53.8% | $6,400-46.3% |
| Admin fee / account holder | $282 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |