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 9-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 | $67,009 | $133,958-50.0% | $112,228-40.3% | $134,475-50.2% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -17.57% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,233 | $4,038+4.8% | $3,635+16.5% | $4,740-10.7% |
| Participant deferral / active EE | $9,684 | $5,291+83.0% | $4,728+104.8% | $6,400+51.3% |
| Admin fee / account holder | $156 | $7,489-97.9% | $6,410-97.6% | $11,426-98.6% |