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 | $78,816 | $135,635-41.9% | $110,238-28.5% | $135,375-41.8% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -7.06% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,858 | $4,906-62.1% | $3,826-51.5% | $4,779-61.1% |
| Participant deferral / active EE | $4,470 | $5,506-18.8% | $4,672-4.3% | $5,609-20.3% |
| Admin fee / account holder | $197 | $11,457-98.3% | $8,547-97.7% | $10,827-98.2% |