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 10-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 | $57,178 | $110,094-48.1% | $151,611-62.3% | $68,494-16.5% |
| Participation rate | 74.4% | 84.0%-9.5pp | 87.5%-13.1pp | 67.9%+6.5pp |
| Annual return | -13.51% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,037 | $4,471-54.4% | $6,166-67.0% | $2,596-21.5% |
| Participant deferral / active EE | $9,276 | $6,527+42.1% | $8,363+10.9% | $4,027+130.3% |
| Admin fee / account holder | $1 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |