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 7-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 | $65,272 | $167,484-61.0% | $151,611-56.9% | $134,475-51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.31% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,150 | $6,829-68.5% | $6,166-65.1% | $4,740-54.6% |
| Participant deferral / active EE | $4,767 | $8,986-46.9% | $8,363-43.0% | $6,400-25.5% |
| Admin fee / account holder | $273 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |