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 | $95,589 | $167,484-42.9% | $151,611-37.0% | $134,475-28.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.77% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,646 | $6,829-17.3% | $6,166-8.4% | $4,740+19.1% |
| Participant deferral / active EE | $14,645 | $8,986+63.0% | $8,363+75.1% | $6,400+128.8% |
| Admin fee / account holder | $123 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |