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 9-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 | $189,933 | $92,222+106.0% | $76,768+147.4% | $135,375+40.3% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -4.45% | 5.46%-9.9pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,116 | $3,216+28.0% | $2,485+65.6% | $4,779-13.9% |
| Participant deferral / active EE | $8,761 | $4,509+94.3% | $3,852+127.5% | $5,609+56.2% |
| Admin fee / account holder | $7 | $10,748-99.9% | $6,675-99.9% | $10,827-99.9% |