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 4-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 | $135,675 | $82,286+64.9% | $68,791+97.2% | $134,475+0.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.38%+6.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,155 | $3,301-34.7% | $2,655-18.8% | $4,740-54.5% |
| Participant deferral / active EE | $11,916 | $4,739+151.5% | $3,941+202.4% | $6,400+86.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |