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 9-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 | $36,198 | $95,971-62.3% | $74,550-51.4% | $135,375-73.3% |
| Participation rate | 92.9% | 75.7%+17.2pp | 69.1%+23.7pp | 82.6%+10.2pp |
| Annual return | -1.49% | 56.96%-58.4pp | 32.53%-34.0pp | 519.73%-521.2pp |
| Employer contribution / active EE | $448 | $2,716-83.5% | $1,961-77.2% | $4,779-90.6% |
| Participant deferral / active EE | $1,594 | $3,843-58.5% | $3,108-48.7% | $5,609-71.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |