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 | $39,434 | $127,386-69.0% | $115,037-65.7% | $125,391-68.6% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.83% | 31.28%-33.1pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,681 | $5,166-48.1% | $4,608-41.8% | $4,866-44.9% |
| Participant deferral / active EE | $4,951 | $6,423-22.9% | $6,026-17.8% | $5,352-7.5% |
| Admin fee / account holder | $9 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |