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 9-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 | $59,709 | $73,867-19.2% | $143,757-58.5% | $68,494-12.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -6.10% | 1.01%-7.1pp | -0.04%-6.1pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,546 | $3,184-51.5% | $4,951-68.8% | $2,596-40.5% |
| Participant deferral / active EE | $2,667 | $3,384-21.2% | $5,637-52.7% | $4,027-33.8% |
| Admin fee / account holder | $90 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |