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 | $33,292 | $211,958-84.3% | $169,463-80.4% | $135,375-75.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.50% | 3.26%-7.8pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,062 | $5,120-59.7% | $4,159-50.4% | $4,779-56.9% |
| Participant deferral / active EE | $5,327 | $6,075-12.3% | $5,277+1.0% | $5,609-5.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |