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 6-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 | $23,695 | $167,307-85.8% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -11.74% | 0.46%-12.2pp | -0.04%-11.7pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,201 | $5,619-60.8% | $4,951-55.5% | $4,740-53.6% |
| Participant deferral / active EE | $2,338 | $6,446-63.7% | $5,637-58.5% | $6,400-63.5% |
| Admin fee / account holder | $107 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |