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 5-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 | $61,205 | $167,484-63.5% | $151,611-59.6% | $134,475-54.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.66% | 7.80%-27.5pp | 3.33%-23.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $11,153 | $6,829+63.3% | $6,166+80.9% | $4,740+135.3% |
| Participant deferral / active EE | $9,876 | $8,986+9.9% | $8,363+18.1% | $6,400+54.3% |
| Admin fee / account holder | $89 | $13,783-99.4% | $11,616-99.2% | $11,426-99.2% |