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 9-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 | $113,931 | $81,900+39.1% | $119,609-4.7% | $68,494+66.3% |
| Participation rate | 71.4% | 71.9%-0.5pp | 79.3%-7.8pp | 67.9%+3.5pp |
| Annual return | -13.16% | -23.82%+10.7pp | -14.97%+1.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,844 | $2,693+5.6% | $4,232-32.8% | $2,596+9.5% |
| Participant deferral / active EE | $6,262 | $4,148+51.0% | $5,602+11.8% | $4,027+55.5% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |