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 | $105,150 | $135,635-22.5% | $110,238-4.6% | $135,375-22.3% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -3.80% | 513.19%-517.0pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,899 | $4,906-61.3% | $3,826-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $2,909 | $5,506-47.2% | $4,672-37.7% | $5,609-48.1% |
| Admin fee / account holder | $35 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |