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 | $66,340 | $167,484-60.4% | $151,611-56.2% | $134,475-50.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.25% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,150 | $6,829-68.5% | $6,166-65.1% | $4,740-54.6% |
| Participant deferral / active EE | $9,673 | $8,986+7.6% | $8,363+15.7% | $6,400+51.1% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |