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 | $87,168 | $127,386-31.6% | $115,037-24.2% | $125,391-30.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,095 | $5,166-59.4% | $4,608-54.5% | $4,866-56.9% |
| Participant deferral / active EE | $2,680 | $6,423-58.3% | $6,026-55.5% | $5,352-49.9% |
| Admin fee / account holder | $134 | $9,516-98.6% | $8,175-98.4% | $9,540-98.6% |