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 | $54,693 | $167,307-67.3% | $143,757-62.0% | $134,475-59.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -12.79% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $10,006 | $5,619+78.1% | $4,951+102.1% | $4,740+111.1% |
| Participant deferral / active EE | $7,288 | $6,446+13.1% | $5,637+29.3% | $6,400+13.9% |
| Admin fee / account holder | $178 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |