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 | $56,789 | $77,976-27.2% | $81,367-30.2% | $125,391-54.7% |
| Participation rate | 73.7% | 83.3%-9.6pp | 82.3%-8.6pp | 83.2%-9.5pp |
| Annual return | -1.60% | -2.85%+1.3pp | -0.92%-0.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,357 | $4,366-68.9% | $3,930-65.5% | $4,866-72.1% |
| Participant deferral / active EE | $1,714 | $5,646-69.6% | $5,383-68.2% | $5,352-68.0% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |