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 7-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 | $25,761 | $133,958-80.8% | $112,228-77.0% | $134,475-80.8% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.75% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,361 | $4,038-66.3% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $5,171 | $5,291-2.3% | $4,728+9.4% | $6,400-19.2% |
| Admin fee / account holder | $215 | $7,489-97.1% | $6,410-96.7% | $11,426-98.1% |