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 5-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 | $28,006 | $133,958-79.1% | $112,228-75.0% | $134,475-79.2% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -12.87% | 47.11%-60.0pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,144 | $4,038-71.7% | $3,635-68.5% | $4,740-75.9% |
| Participant deferral / active EE | $6,337 | $5,291+19.8% | $4,728+34.0% | $6,400-1.0% |
| Admin fee / account holder | $95 | $7,489-98.7% | $6,410-98.5% | $11,426-99.2% |