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 6-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 | $68,347 | $133,958-49.0% | $112,228-39.1% | $134,475-49.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -18.82% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $816 | $4,038-79.8% | $3,635-77.5% | $4,740-82.8% |
| Participant deferral / active EE | $5,405 | $5,291+2.2% | $4,728+14.3% | $6,400-15.5% |
| Admin fee / account holder | $24 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |