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 | $158,200 | $90,519+74.8% | $93,789+68.7% | $134,475+17.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -4.20% | -15.72%+11.5pp | -11.33%+7.1pp | 417.96%-422.2pp |
| Employer contribution / active EE | $2,527 | $4,343-41.8% | $4,323-41.5% | $4,740-46.7% |
| Participant deferral / active EE | $2,772 | $5,978-53.6% | $6,094-54.5% | $6,400-56.7% |
| Admin fee / account holder | $130 | $9,252-98.6% | $7,195-98.2% | $11,426-98.9% |