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 | $58,240 | $167,484-65.2% | $151,611-61.6% | $134,475-56.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -13.37% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,690 | $6,829-75.2% | $6,166-72.6% | $4,740-64.3% |
| Participant deferral / active EE | $7,087 | $8,986-21.1% | $8,363-15.3% | $6,400+10.7% |
| Admin fee / account holder | $285 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |