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 | $75,702 | $211,958-64.3% | $169,463-55.3% | $135,375-44.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -8.39% | 3.26%-11.7pp | 1.83%-10.2pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,040 | $5,120-60.2% | $4,159-51.0% | $4,779-57.3% |
| Participant deferral / active EE | $1,728 | $6,075-71.5% | $5,277-67.2% | $5,609-69.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |