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 | $37,311 | $167,307-77.7% | $143,757-74.0% | $134,475-72.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.95% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,514 | $5,619-55.3% | $4,951-49.2% | $4,740-47.0% |
| Participant deferral / active EE | $5,761 | $6,446-10.6% | $5,637+2.2% | $6,400-10.0% |
| Admin fee / account holder | $144 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |