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 | $73,109 | $107,791-32.2% | $90,645-19.3% | $135,375-46.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.13% | -0.90%-7.2pp | 1.88%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,170 | $3,018+5.0% | $2,532+25.2% | $4,779-33.7% |
| Participant deferral / active EE | $11,073 | $3,872+186.0% | $3,425+223.3% | $5,609+97.4% |
| Admin fee / account holder | $258 | $5,930-95.7% | $4,994-94.8% | $10,827-97.6% |