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 | $87,878 | $167,484-47.5% | $151,611-42.0% | $134,475-34.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.16% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,833 | $6,829+14.7% | $6,166+27.0% | $4,740+65.3% |
| Participant deferral / active EE | $37,987 | $8,986+322.7% | $8,363+354.2% | $6,400+493.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |