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 | $58,292 | $167,484-65.2% | $151,611-61.6% | $134,475-56.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.47% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,352 | $6,829-65.6% | $6,166-61.8% | $4,740-50.4% |
| Participant deferral / active EE | $18,467 | $8,986+105.5% | $8,363+120.8% | $6,400+188.6% |
| Admin fee / account holder | $278 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |