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 | $36,357 | $167,307-78.3% | $143,757-74.7% | $134,475-73.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -15.08% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,633 | $5,619-53.1% | $4,951-46.8% | $4,740-44.4% |
| Participant deferral / active EE | $5,589 | $6,446-13.3% | $5,637-0.9% | $6,400-12.7% |
| Admin fee / account holder | $177 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |