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 | $131,176 | $167,484-21.7% | $151,611-13.5% | $134,475-2.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.54% | 7.80%-26.3pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $6,735 | $6,829-1.4% | $6,166+9.2% | $4,740+42.1% |
| Participant deferral / active EE | $13,039 | $8,986+45.1% | $8,363+55.9% | $6,400+103.7% |
| Admin fee / account holder | $88 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |