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 | $61,686 | $167,307-63.1% | $143,757-57.1% | $134,475-54.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.44% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $4,585 | $5,619-18.4% | $4,951-7.4% | $4,740-3.3% |
| Participant deferral / active EE | $10,238 | $6,446+58.8% | $5,637+81.6% | $6,400+60.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |