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 | $135,191 | $167,484-19.3% | $151,611-10.8% | $134,475+0.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.34% | 7.80%-16.1pp | 3.33%-11.7pp | 417.96%-426.3pp |
| Employer contribution / active EE | $5,672 | $6,829-16.9% | $6,166-8.0% | $4,740+19.7% |
| Participant deferral / active EE | $19,375 | $8,986+115.6% | $8,363+131.7% | $6,400+202.7% |
| Admin fee / account holder | $1 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |