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 | $27,148 | $190,805-85.8% | $159,960-83.0% | $134,475-79.8% |
| Participation rate | 94.4% | 81.9%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -11.13% | 552.23%-563.4pp | 408.60%-419.7pp | 417.96%-429.1pp |
| Employer contribution / active EE | $5,930 | $4,995+18.7% | $4,226+40.3% | $4,740+25.1% |
| Participant deferral / active EE | $3,255 | $6,923-53.0% | $6,182-47.3% | $6,400-49.1% |
| Admin fee / account holder | $211 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |