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 | $79,804 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.00% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,685 | $5,619-70.0% | $4,951-66.0% | $4,740-64.5% |
| Participant deferral / active EE | $3,454 | $6,446-46.4% | $5,637-38.7% | $6,400-46.0% |
| Admin fee / account holder | $149 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |