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 8-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 | $31,894 | $71,883-55.6% | $86,677-63.2% | $68,494-53.4% |
| Participation rate | 90.3% | 72.2%+18.1pp | 76.6%+13.7pp | 67.9%+22.4pp |
| Annual return | -18.02% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,880 | $2,173-13.5% | $2,836-33.7% | $2,596-27.6% |
| Participant deferral / active EE | $6,175 | $3,779+63.4% | $4,656+32.6% | $4,027+53.3% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |