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 10-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 | $70,206 | $138,044-49.1% | $125,339-44.0% | $134,475-47.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.20% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,672 | $5,243-30.0% | $4,814-23.7% | $4,740-22.5% |
| Participant deferral / active EE | $7,802 | $7,7990% | $7,446+4.8% | $6,400+21.9% |
| Admin fee / account holder | -$68 | $11,571-100.6% | $10,010-100.7% | $11,426-100.6% |