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 | $92,686 | $167,484-44.7% | $151,611-38.9% | $134,475-31.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.36% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $11,148 | $6,829+63.2% | $6,166+80.8% | $4,740+135.2% |
| Participant deferral / active EE | $14,961 | $8,986+66.5% | $8,363+78.9% | $6,400+133.8% |
| Admin fee / account holder | $191 | $13,783-98.6% | $11,616-98.4% | $11,426-98.3% |