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 | $39,373 | $138,044-71.5% | $125,339-68.6% | $134,475-70.7% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -1.63% | 750.33%-752.0pp | 572.05%-573.7pp | 417.96%-419.6pp |
| Employer contribution / active EE | $13,761 | $5,243+162.4% | $4,814+185.9% | $4,740+190.3% |
| Participant deferral / active EE | $9,596 | $7,799+23.0% | $7,446+28.9% | $6,400+49.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |