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 7-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 | $103,762 | $167,307-38.0% | $143,757-27.8% | $134,475-22.8% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -17.14% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $19,774 | $5,619+251.9% | $4,951+299.4% | $4,740+317.2% |
| Participant deferral / active EE | $10,688 | $6,446+65.8% | $5,637+89.6% | $6,400+67.0% |
| Admin fee / account holder | $202 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |