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 | $97,764 | $88,594+10.4% | $70,092+39.5% | $134,475-27.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.96% | 442.67%-459.6pp | 190.73%-207.7pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,296 | $3,233-29.0% | $2,559-10.3% | $4,740-51.6% |
| Participant deferral / active EE | $3,867 | $4,772-19.0% | $3,849+0.5% | $6,400-39.6% |
| Admin fee / account holder | $6 | $10,441-99.9% | $6,267-99.9% | $11,426-99.9% |