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 4-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 | $220,682 | $110,094+100.4% | $151,611+45.6% | $68,494+222.2% |
| Participation rate | 71.0% | 84.0%-13.0pp | 87.5%-16.5pp | 67.9%+3.1pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $10,187 | $4,471+127.9% | $6,166+65.2% | $2,596+292.4% |
| Participant deferral / active EE | $7,533 | $6,527+15.4% | $8,363-9.9% | $4,027+87.1% |
| Admin fee / account holder | $70 | $7,719-99.1% | $11,616-99.4% | $5,403-98.7% |