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 6-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 | $30,803 | $64,707-52.4% | $112,228-72.6% | $68,494-55.0% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -0.13% | -11.40%+11.3pp | 27.45%-27.6pp | -7.84%+7.7pp |
| Employer contribution / active EE | $7,136 | $2,746+159.9% | $3,635+96.3% | $2,596+174.8% |
| Participant deferral / active EE | $6,235 | $3,565+74.9% | $4,728+31.9% | $4,027+54.8% |
| Admin fee / account holder | $274 | $5,232-94.8% | $6,410-95.7% | $5,403-94.9% |