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 | $66,663 | $167,307-60.2% | $143,757-53.6% | $134,475-50.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.38% | 0.46%-7.8pp | -0.04%-7.3pp | 417.96%-425.3pp |
| Employer contribution / active EE | $6,373 | $5,619+13.4% | $4,951+28.7% | $4,740+34.5% |
| Participant deferral / active EE | $4,323 | $6,446-32.9% | $5,637-23.3% | $6,400-32.4% |
| Admin fee / account holder | $10 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |