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 8-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 | $103,700 | $167,484-38.1% | $151,611-31.6% | $134,475-22.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -20.99% | 7.80%-28.8pp | 3.33%-24.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $5,345 | $6,829-21.7% | $6,166-13.3% | $4,740+12.8% |
| Participant deferral / active EE | $11,078 | $8,986+23.3% | $8,363+32.5% | $6,400+73.1% |
| Admin fee / account holder | $119 | $13,783-99.1% | $11,616-99.0% | $11,426-99.0% |