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 6-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 | $57,576 | $167,307-65.6% | $143,757-59.9% | $134,475-57.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,613 | $5,619-71.3% | $4,951-67.4% | $4,740-66.0% |
| Participant deferral / active EE | $7,800 | $6,446+21.0% | $5,637+38.4% | $6,400+21.9% |
| Admin fee / account holder | $25 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |