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 | $86,736 | $133,958-35.3% | $112,228-22.7% | $134,475-35.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -12.83% | 47.11%-59.9pp | 27.45%-40.3pp | 417.96%-430.8pp |
| Employer contribution / active EE | $22,674 | $4,038+461.5% | $3,635+523.8% | $4,740+378.4% |
| Participant deferral / active EE | $15,263 | $5,291+188.5% | $4,728+222.8% | $6,400+138.5% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |