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 7-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 | $47,835 | $138,044-65.3% | $125,339-61.8% | $134,475-64.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -6.03% | 750.33%-756.4pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,247 | $5,243-76.2% | $4,814-74.1% | $4,740-73.7% |
| Participant deferral / active EE | $5,803 | $7,799-25.6% | $7,446-22.1% | $6,400-9.3% |
| Admin fee / account holder | $37 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |