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 10-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 | $71,286 | $129,942-45.1% | $104,294-31.6% | $134,475-47.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.04% | 42.03%-51.1pp | 24.61%-33.7pp | 417.96%-427.0pp |
| Employer contribution / active EE | $2,857 | $4,184-31.7% | $3,372-15.3% | $4,740-39.7% |
| Participant deferral / active EE | $1,550 | $5,588-72.3% | $4,625-66.5% | $6,400-75.8% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |