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 | $64,966 | $72,404-10.3% | $110,238-41.1% | $64,186+1.2% |
| Participation rate | 74.6% | 73.3%+1.3pp | 79.8%-5.2pp | 69.6%+5.1pp |
| Annual return | -6.76% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,796 | $2,282+22.5% | $3,826-26.9% | $2,381+17.4% |
| Participant deferral / active EE | $6,230 | $3,469+79.6% | $4,672+33.4% | $3,470+79.6% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |