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 9-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 | $30,349 | $167,307-81.9% | $143,757-78.9% | $134,475-77.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -18.03% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,254 | $5,619-59.9% | $4,951-54.5% | $4,740-52.5% |
| Participant deferral / active EE | $4,729 | $6,446-26.6% | $5,637-16.1% | $6,400-26.1% |
| Admin fee / account holder | $268 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |