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 5-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 | $21,660 | $190,805-88.6% | $159,960-86.5% | $134,475-83.9% |
| Participation rate | 92.3% | 81.9%+10.4pp | 78.0%+14.4pp | 81.2%+11.1pp |
| Annual return | -19.44% | 552.23%-571.7pp | 408.60%-428.0pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,358 | $4,995-32.8% | $4,226-20.5% | $4,740-29.2% |
| Participant deferral / active EE | $6,790 | $6,923-1.9% | $6,182+9.8% | $6,400+6.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |