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 8-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 | $75,560 | $138,065-45.3% | $123,544-38.8% | $135,375-44.2% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -6.09% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $956 | $5,151-81.4% | $4,628-79.3% | $4,779-80.0% |
| Participant deferral / active EE | $5,485 | $6,799-19.3% | $6,426-14.6% | $5,609-2.2% |
| Admin fee / account holder | $80 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |