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 | $107,762 | $167,307-35.6% | $143,757-25.0% | $134,475-19.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -2.99% | 0.46%-3.4pp | -0.04%-2.9pp | 417.96%-421.0pp |
| Employer contribution / active EE | $1,816 | $5,619-67.7% | $4,951-63.3% | $4,740-61.7% |
| Participant deferral / active EE | $5,697 | $6,446-11.6% | $5,637+1.1% | $6,400-11.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |