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 10-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 | $125,828 | $167,484-24.9% | $151,611-17.0% | $134,475-6.4% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -20.49% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,565 | $6,829-62.4% | $6,166-58.4% | $4,740-45.9% |
| Participant deferral / active EE | $7,462 | $8,986-17.0% | $8,363-10.8% | $6,400+16.6% |
| Admin fee / account holder | $257 | $13,783-98.1% | $11,616-97.8% | $11,426-97.8% |