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 8-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 | $69,931 | $160,055-56.3% | $140,016-50.1% | $135,375-48.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -6.48% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,441 | $6,420-77.6% | $5,606-74.3% | $4,779-69.9% |
| Participant deferral / active EE | $4,083 | $7,642-46.6% | $6,927-41.1% | $5,609-27.2% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,827-97.4% |