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 | $72,458 | $127,100-43.0% | $105,738-31.5% | $135,375-46.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 76.3%+7.0pp | 82.6%+0.7pp |
| Annual return | -7.67% | 4.49%-12.2pp | 6.27%-13.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,556 | $4,107-13.4% | $3,268+8.8% | $4,779-25.6% |
| Participant deferral / active EE | $5,229 | $5,064+3.2% | $4,080+28.2% | $5,609-6.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |