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 | $230,408 | $167,484+37.6% | $151,611+52.0% | $134,475+71.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -18.15% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,707 | $6,829-60.4% | $6,166-56.1% | $4,740-42.9% |
| Participant deferral / active EE | $8,911 | $8,986-0.8% | $8,363+6.5% | $6,400+39.2% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |