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 | $76,108 | $211,958-64.1% | $169,463-55.1% | $135,375-43.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.54% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,501 | $5,120-51.1% | $4,159-39.9% | $4,779-47.7% |
| Participant deferral / active EE | $5,677 | $6,075-6.6% | $5,277+7.6% | $5,609+1.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |