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 9-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 | $73,308 | $133,958-45.3% | $112,228-34.7% | $134,475-45.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.33% | 47.11%-52.4pp | 27.45%-32.8pp | 417.96%-423.3pp |
| Employer contribution / active EE | $4,235 | $4,038+4.9% | $3,635+16.5% | $4,740-10.6% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $125 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |