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 | $109,561 | $112,300-2.4% | $90,223+21.4% | $125,391-12.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 79.0%+6.7pp | 83.2%+2.5pp |
| Annual return | -2.63% | -0.57%-2.1pp | 1.31%-3.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $4,123 | $5,181-20.4% | $4,378-5.8% | $4,866-15.3% |
| Participant deferral / active EE | $4,051 | $6,733-39.8% | $5,792-30.1% | $5,352-24.3% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,540-100.0% |