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 8-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 | $39,409 | $190,805-79.3% | $159,960-75.4% | $134,475-70.7% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -17.01% | 552.23%-569.2pp | 408.60%-425.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,471 | $4,995-70.6% | $4,226-65.2% | $4,740-69.0% |
| Participant deferral / active EE | $3,380 | $6,923-51.2% | $6,182-45.3% | $6,400-47.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |