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 | $59,485 | $167,484-64.5% | $151,611-60.8% | $134,475-55.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.40% | 7.80%-24.2pp | 3.33%-19.7pp | 417.96%-434.4pp |
| Employer contribution / active EE | $4,741 | $6,829-30.6% | $6,166-23.1% | $4,7400% |
| Participant deferral / active EE | $8,338 | $8,986-7.2% | $8,363-0.3% | $6,400+30.3% |
| Admin fee / account holder | $79 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |