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 | $71,520 | $180,449-60.4% | $154,107-53.6% | $135,375-47.2% |
| Participation rate | 70.8% | 87.4%-16.6pp | 83.0%-12.2pp | 82.6%-11.8pp |
| Annual return | -7.22% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,246 | $5,806-26.9% | $5,081-16.4% | $5,609-24.3% |
| Admin fee / account holder | $239 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |