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 | $130,436 | $97,757+33.4% | $83,848+55.6% | $135,375-3.6% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | -6.49% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,063 | $4,222-51.1% | $3,631-43.2% | $4,779-56.8% |
| Participant deferral / active EE | $5,894 | $4,682+25.9% | $4,082+44.4% | $5,609+5.1% |
| Admin fee / account holder | $106 | $6,674-98.4% | $5,478-98.1% | $10,827-99.0% |