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 4-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 | $70,383 | $138,044-49.0% | $125,339-43.8% | $134,475-47.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -7.78% | 750.33%-758.1pp | 572.05%-579.8pp | 417.96%-425.7pp |
| Employer contribution / active EE | $8,194 | $5,243+56.3% | $4,814+70.2% | $4,740+72.9% |
| Participant deferral / active EE | $20,250 | $7,799+159.7% | $7,446+171.9% | $6,400+216.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |