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 | $55,024 | $168,632-67.4% | $147,614-62.7% | $125,391-56.1% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,428 | $6,252-45.2% | $5,564-38.4% | $4,866-29.5% |
| Participant deferral / active EE | $2,189 | $5,507-60.3% | $4,895-55.3% | $5,352-59.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |