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 | $92,535 | $56,357+64.2% | $104,294-11.3% | $68,494+35.1% |
| Participation rate | 90.2% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -17.68% | -9.19%-8.5pp | 24.61%-42.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,966 | $1,960+102.3% | $3,372+17.6% | $2,596+52.7% |
| Participant deferral / active EE | $14,013 | $3,077+355.4% | $4,625+203.0% | $4,027+248.0% |
| Admin fee / account holder | $255 | $4,903-94.8% | $7,339-96.5% | $5,403-95.3% |