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 | $59,898 | $149,734-60.0% | $118,925-49.6% | $158,922-62.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 23.47% | 19.95%+3.5pp | 35.88%-12.4pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,949 | $4,115-52.7% | $3,263-40.3% | $4,761-59.1% |
| Participant deferral / active EE | $2,528 | $5,223-51.6% | $4,265-40.7% | $5,982-57.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |