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 | $90,733 | $167,484-45.8% | $151,611-40.2% | $134,475-32.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.76% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,724 | $6,829-60.1% | $6,166-55.8% | $4,740-42.5% |
| Participant deferral / active EE | $9,393 | $8,986+4.5% | $8,363+12.3% | $6,400+46.8% |
| Admin fee / account holder | $216 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |