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 | $49,228 | $107,791-54.3% | $90,645-45.7% | $135,375-63.6% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -7.80% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,149 | $3,018+4.4% | $2,532+24.4% | $4,779-34.1% |
| Participant deferral / active EE | $6,858 | $3,872+77.1% | $3,425+100.3% | $5,609+22.3% |
| Admin fee / account holder | $8 | $5,930-99.9% | $4,994-99.8% | $10,827-99.9% |