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 | $181,077 | $381,890-52.6% | $359,360-49.6% | $564,480-67.9% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -12.13% | -11.38%-0.7pp | -10.75%-1.4pp | -14.07%+1.9pp |
| Employer contribution / active EE | $6,667 | $18,491-63.9% | $18,485-63.9% | $29,221-77.2% |
| Participant deferral / active EE | $12,100 | $9,109+32.8% | $8,159+48.3% | $5,729+111.2% |
| Admin fee / account holder | $206 | $9,693-97.9% | $9,603-97.9% | $27,140-99.2% |