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 6-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 | $55,087 | $190,805-71.1% | $159,960-65.6% | $134,475-59.0% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -17.47% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,497 | $4,995-10.0% | $4,226+6.4% | $4,740-5.1% |
| Participant deferral / active EE | $9,328 | $6,923+34.7% | $6,182+50.9% | $6,400+45.8% |
| Admin fee / account holder | $45 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |