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 | $37,093 | $167,307-77.8% | $143,757-74.2% | $134,475-72.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.45% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $8,514 | $5,619+51.5% | $4,951+72.0% | $4,740+79.6% |
| Participant deferral / active EE | $6,199 | $6,446-3.8% | $5,637+10.0% | $6,400-3.1% |
| Admin fee / account holder | $142 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |