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 5-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 | $68,261 | $129,942-47.5% | $104,294-34.6% | $134,475-49.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 42.03%-54.5pp | 24.61%-37.0pp | 417.96%-430.4pp |
| Employer contribution / active EE | $15,775 | $4,184+277.0% | $3,372+367.9% | $4,740+232.8% |
| Participant deferral / active EE | $20,933 | $5,588+274.6% | $4,625+352.6% | $6,400+227.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |