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 4-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 | $161,539 | $142,344+13.5% | $119,609+35.1% | $134,475+20.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,127 | $5,222-59.3% | $4,232-49.7% | $4,740-55.1% |
| Participant deferral / active EE | $10,954 | $6,469+69.3% | $5,602+95.5% | $6,400+71.2% |
| Admin fee / account holder | $205 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |