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 | $49,727 | $167,484-70.3% | $151,611-67.2% | $134,475-63.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.62% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $13,964 | $6,829+104.5% | $6,166+126.5% | $4,740+194.6% |
| Participant deferral / active EE | $9,614 | $8,986+7.0% | $8,363+14.9% | $6,400+50.2% |
| Admin fee / account holder | $150 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |