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 | $74,945 | $64,707+15.8% | $112,228-33.2% | $68,494+9.4% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -10.05% | -11.40%+1.4pp | 27.45%-37.5pp | -7.84%-2.2pp |
| Employer contribution / active EE | $5,141 | $2,746+87.2% | $3,635+41.5% | $2,596+98.0% |
| Participant deferral / active EE | $4,064 | $3,565+14.0% | $4,728-14.0% | $4,027+0.9% |
| Admin fee / account holder | $186 | $5,232-96.5% | $6,410-97.1% | $5,403-96.6% |