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 | $36,039 | $138,044-73.9% | $125,339-71.2% | $134,475-73.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $10,771 | $7,799+38.1% | $7,446+44.7% | $6,400+68.3% |
| Admin fee / account holder | $153 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |