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 9-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 | $68,733 | $142,344-51.7% | $119,609-42.5% | $134,475-48.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -15.40% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,615 | $5,222-30.8% | $4,232-14.6% | $4,740-23.7% |
| Participant deferral / active EE | $5,856 | $6,469-9.5% | $5,602+4.5% | $6,400-8.5% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |