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 | $67,142 | $95,862-30.0% | $79,550-15.6% | $134,475-50.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -16.84% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,382 | $3,128-23.8% | $2,413-1.3% | $4,740-49.7% |
| Participant deferral / active EE | $6,883 | $4,693+46.7% | $3,985+72.7% | $6,400+7.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |