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 | $72,409 | $138,065-47.6% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.98% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,042 | $5,151-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $2,722 | $6,799-60.0% | $6,426-57.6% | $5,609-51.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |