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 | $79,399 | $87,540-9.3% | $75,781+4.8% | $125,391-36.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.21% | 13.48%-13.3pp | 9.68%-9.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,093 | $3,930-46.7% | $3,323-37.0% | $4,866-57.0% |
| Participant deferral / active EE | $2,908 | $4,229-31.2% | $3,651-20.4% | $5,352-45.7% |
| Admin fee / account holder | $131 | $6,502-98.0% | $5,299-97.5% | $9,540-98.6% |