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 7-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 | $101,165 | $167,307-39.5% | $143,757-29.6% | $134,475-24.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -6.91% | 0.46%-7.4pp | -0.04%-6.9pp | 417.96%-424.9pp |
| Employer contribution / active EE | $2,211 | $5,619-60.6% | $4,951-55.3% | $4,740-53.3% |
| Participant deferral / active EE | $5,632 | $6,446-12.6% | $5,637-0.1% | $6,400-12.0% |
| Admin fee / account holder | $36 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |