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 | $54,624 | $167,484-67.4% | $151,611-64.0% | $134,475-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.70% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,670 | $6,829-46.3% | $6,166-40.5% | $4,740-22.6% |
| Participant deferral / active EE | $14,070 | $8,986+56.6% | $8,363+68.2% | $6,400+119.9% |
| Admin fee / account holder | $196 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |