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 | $73,967 | $167,307-55.8% | $143,757-48.5% | $134,475-45.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.02% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,751 | $5,619-68.8% | $4,951-64.6% | $4,740-63.1% |
| Participant deferral / active EE | $8,748 | $6,446+35.7% | $5,637+55.2% | $6,400+36.7% |
| Admin fee / account holder | $291 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |