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 8-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 | $39,130 | $167,307-76.6% | $143,757-72.8% | $134,475-70.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -4.44% | 0.46%-4.9pp | -0.04%-4.4pp | 417.96%-422.4pp |
| Employer contribution / active EE | $4,318 | $5,619-23.1% | $4,951-12.8% | $4,740-8.9% |
| Participant deferral / active EE | $4,353 | $6,446-32.5% | $5,637-22.8% | $6,400-32.0% |
| Admin fee / account holder | $56 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |