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 9-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 | $40,543 | $180,449-77.5% | $154,107-73.7% | $135,375-70.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.75% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $11,893 | $6,035+97.1% | $5,298+124.5% | $4,779+148.9% |
| Participant deferral / active EE | $2,379 | $5,806-59.0% | $5,081-53.2% | $5,609-57.6% |
| Admin fee / account holder | $103 | $16,143-99.4% | $13,411-99.2% | $10,827-99.0% |