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 | $70,559 | $167,484-57.9% | $151,611-53.5% | $134,475-47.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.15% | 7.80%-18.9pp | 3.33%-14.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,833 | $8,986+53.9% | $8,363+65.4% | $6,400+116.2% |
| Admin fee / account holder | $298 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |