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 | $64,559 | $105,859-39.0% | $90,160-28.4% | $147,584-56.3% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,349 | $4,126-67.3% | $3,318-59.3% | $4,876-72.3% |
| Participant deferral / active EE | $3,032 | $5,733-47.1% | $5,288-42.7% | $5,439-44.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |