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 | $124,553 | $167,484-25.6% | $151,611-17.8% | $134,475-7.4% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -20.09% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,978 | $6,829-56.4% | $6,166-51.7% | $4,740-37.2% |
| Participant deferral / active EE | $11,917 | $8,986+32.6% | $8,363+42.5% | $6,400+86.2% |
| Admin fee / account holder | $13 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |