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 | $100,048 | $167,484-40.3% | $151,611-34.0% | $134,475-25.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.16% | 7.80%-15.0pp | 3.33%-10.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $4,869 | $6,829-28.7% | $6,166-21.0% | $4,740+2.7% |
| Participant deferral / active EE | $11,738 | $8,986+30.6% | $8,363+40.3% | $6,400+83.4% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |