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 | $75,205 | $211,958-64.5% | $169,463-55.6% | $135,375-44.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.27% | 3.26%-5.5pp | 1.83%-4.1pp | 519.73%-522.0pp |
| Employer contribution / active EE | $3,466 | $5,120-32.3% | $4,159-16.7% | $4,779-27.5% |
| Participant deferral / active EE | $6,019 | $6,075-0.9% | $5,277+14.1% | $5,609+7.3% |
| Admin fee / account holder | $11 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |