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 | $112,268 | $95,862+17.1% | $79,550+41.1% | $134,475-16.5% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -20.32% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,133 | $3,128-31.8% | $2,413-11.6% | $4,740-55.0% |
| Participant deferral / active EE | $3,804 | $4,693-18.9% | $3,985-4.6% | $6,400-40.6% |
| Admin fee / account holder | $269 | $9,126-97.0% | $6,832-96.1% | $11,426-97.6% |