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 | $30,726 | $81,900-62.5% | $119,609-74.3% | $68,494-55.1% |
| Participation rate | 76.9% | 71.9%+5.0pp | 79.3%-2.3pp | 67.9%+9.0pp |
| Annual return | -8.62% | -23.82%+15.2pp | -14.97%+6.3pp | -7.84%-0.8pp |
| Employer contribution / active EE | $4,177 | $2,693+55.1% | $4,232-1.3% | $2,596+60.9% |
| Participant deferral / active EE | $9,463 | $4,148+128.2% | $5,602+68.9% | $4,027+135.0% |
| Admin fee / account holder | $190 | $6,582-97.1% | $10,323-98.2% | $5,403-96.5% |