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 | $60,638 | $158,817-61.8% | $121,196-50.0% | $135,375-55.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -3.45% | -0.64%-2.8pp | 16.93%-20.4pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,092 | $5,665-63.1% | $4,022-48.0% | $4,779-56.2% |
| Participant deferral / active EE | $1,827 | $4,005-54.4% | $3,344-45.4% | $5,609-67.4% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |