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 | $115,510 | $167,484-31.0% | $151,611-23.8% | $134,475-14.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.82% | 7.80%-10.6pp | 3.33%-6.1pp | 417.96%-420.8pp |
| Employer contribution / active EE | $2,706 | $6,829-60.4% | $6,166-56.1% | $4,740-42.9% |
| Participant deferral / active EE | $6,104 | $8,986-32.1% | $8,363-27.0% | $6,400-4.6% |
| Admin fee / account holder | $223 | $13,783-98.4% | $11,616-98.1% | $11,426-98.0% |