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 | $20,508 | $56,357-63.6% | $104,294-80.3% | $68,494-70.1% |
| Participation rate | 72.2% | 63.3%+9.0pp | 73.3%-1.0pp | 67.9%+4.3pp |
| Annual return | -9.86% | -9.19%-0.7pp | 24.61%-34.5pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,975 | $1,960+0.8% | $3,372-41.4% | $2,596-23.9% |
| Participant deferral / active EE | $5,134 | $3,077+66.9% | $4,625+11.0% | $4,027+27.5% |
| Admin fee / account holder | $223 | $4,903-95.4% | $7,339-97.0% | $5,403-95.9% |