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 | $68,298 | $167,484-59.2% | $151,611-55.0% | $134,475-49.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -16.78% | 7.80%-24.6pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,106 | $6,829-69.2% | $6,166-65.8% | $4,740-55.6% |
| Participant deferral / active EE | $6,426 | $8,986-28.5% | $8,363-23.2% | $6,400+0.4% |
| Admin fee / account holder | $31 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |