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 | $91,975 | $133,958-31.3% | $112,228-18.0% | $134,475-31.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.48% | 47.11%-57.6pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,075 | $4,038-48.6% | $3,635-42.9% | $4,740-56.2% |
| Participant deferral / active EE | $7,661 | $5,291+44.8% | $4,728+62.0% | $6,400+19.7% |
| Admin fee / account holder | $62 | $7,489-99.2% | $6,410-99.0% | $11,426-99.5% |