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 | $26,898 | $129,942-79.3% | $104,294-74.2% | $134,475-80.0% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -16.10% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,697 | $4,184-35.6% | $3,372-20.0% | $4,740-43.1% |
| Participant deferral / active EE | $5,863 | $5,588+4.9% | $4,625+26.8% | $6,400-8.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |