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 6-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 | $35,680 | $67,331-47.0% | $60,874-41.4% | $134,475-73.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -19.22% | 49.93%-69.2pp | 16.90%-36.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,301 | $3,096+6.6% | $2,701+22.2% | $4,740-30.4% |
| Participant deferral / active EE | $4,198 | $4,538-7.5% | $3,817+10.0% | $6,400-34.4% |
| Admin fee / account holder | $293 | $4,582-93.6% | $3,224-90.9% | $11,426-97.4% |