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 5-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 | $114,672 | $167,484-31.5% | $151,611-24.4% | $134,475-14.7% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.96% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,099 | $6,829-40.0% | $6,166-33.5% | $4,740-13.5% |
| Participant deferral / active EE | $6,686 | $8,986-25.6% | $8,363-20.1% | $6,400+4.5% |
| Admin fee / account holder | $13 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |