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 | $108,040 | $211,958-49.0% | $169,463-36.2% | $135,375-20.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.77% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,091 | $5,120-78.7% | $4,159-73.8% | $4,779-77.2% |
| Participant deferral / active EE | $3,539 | $6,075-41.7% | $5,277-32.9% | $5,609-36.9% |
| Admin fee / account holder | -$168 | $11,471-101.5% | $9,109-101.8% | $10,827-101.5% |