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 7-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 | $40,004 | $138,044-71.0% | $125,339-68.1% | $134,475-70.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.05% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,683 | $5,243-48.8% | $4,814-44.3% | $4,740-43.4% |
| Participant deferral / active EE | $6,794 | $7,799-12.9% | $7,446-8.8% | $6,400+6.2% |
| Admin fee / account holder | $67 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |