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 7-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 | $146,748 | $88,594+65.6% | $70,092+109.4% | $134,475+9.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -12.62% | 442.67%-455.3pp | 190.73%-203.4pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,910 | $3,233-40.9% | $2,559-25.4% | $4,740-59.7% |
| Participant deferral / active EE | $4,246 | $4,772-11.0% | $3,849+10.3% | $6,400-33.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |