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 9-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 | $85,821 | $142,344-39.7% | $119,609-28.2% | $134,475-36.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -17.18% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,146 | $5,222+36.9% | $4,232+68.9% | $4,740+50.8% |
| Participant deferral / active EE | $8,297 | $6,469+28.3% | $5,602+48.1% | $6,400+29.6% |
| Admin fee / account holder | $19 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |