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 | $39,851 | $180,449-77.9% | $154,107-74.1% | $135,375-70.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.74% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,557 | $6,035-74.2% | $5,298-70.6% | $4,779-67.4% |
| Participant deferral / active EE | $7,088 | $5,806+22.1% | $5,081+39.5% | $5,609+26.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |