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 | $137,384 | $197,825-30.6% | $155,790-11.8% | $125,391+9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.49% | 86.74%-88.2pp | 71.54%-73.0pp | 282.22%-283.7pp |
| Employer contribution / active EE | $998 | $4,847-79.4% | $3,836-74.0% | $4,866-79.5% |
| Participant deferral / active EE | $6,286 | $5,630+11.7% | $4,797+31.0% | $5,352+17.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |