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 | $71,272 | $111,724-36.2% | $93,606-23.9% | $145,922-51.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 18.80% | 202.98%-184.2pp | 133.20%-114.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,042 | $3,090-66.3% | $2,420-57.0% | $4,660-77.6% |
| Participant deferral / active EE | $13,725 | $4,912+179.4% | $4,411+211.1% | $6,688+105.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |