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 | $65,706 | $190,805-65.6% | $159,960-58.9% | $134,475-51.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -3.84% | 552.23%-556.1pp | 408.60%-412.4pp | 417.96%-421.8pp |
| Employer contribution / active EE | $3,829 | $4,995-23.4% | $4,226-9.4% | $4,740-19.2% |
| Participant deferral / active EE | $9,925 | $6,923+43.4% | $6,182+60.5% | $6,400+55.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |