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 | $24,058 | $133,958-82.0% | $112,228-78.6% | $134,475-82.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -18.29% | 47.11%-65.4pp | 27.45%-45.7pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,502 | $4,038-38.0% | $3,635-31.2% | $4,740-47.2% |
| Participant deferral / active EE | $4,087 | $5,291-22.8% | $4,728-13.6% | $6,400-36.1% |
| Admin fee / account holder | $153 | $7,489-98.0% | $6,410-97.6% | $11,426-98.7% |