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 8-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 | $29,899 | $167,307-82.1% | $143,757-79.2% | $134,475-77.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -17.40% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,792 | $5,619-68.1% | $4,951-63.8% | $4,740-62.2% |
| Participant deferral / active EE | $5,448 | $6,446-15.5% | $5,637-3.4% | $6,400-14.9% |
| Admin fee / account holder | $206 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |