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 | $78,036 | $167,484-53.4% | $151,611-48.5% | $134,475-42.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.95% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $5,700 | $6,829-16.5% | $6,166-7.6% | $4,740+20.3% |
| Participant deferral / active EE | $3,744 | $8,986-58.3% | $8,363-55.2% | $6,400-41.5% |
| Admin fee / account holder | $53 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |