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 | $98,555 | $167,484-41.2% | $151,611-35.0% | $134,475-26.7% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -16.84% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,356 | $6,829-50.9% | $6,166-45.6% | $4,740-29.2% |
| Participant deferral / active EE | $6,471 | $8,986-28.0% | $8,363-22.6% | $6,400+1.1% |
| Admin fee / account holder | $225 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |