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 | $33,042 | $97,044-66.0% | $83,333-60.3% | $135,375-75.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.77% | 12.31%-16.1pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,187 | $4,143-47.2% | $3,379-35.3% | $4,779-54.2% |
| Participant deferral / active EE | $2,808 | $5,964-52.9% | $5,565-49.5% | $5,609-49.9% |
| Admin fee / account holder | $229 | $8,380-97.3% | $7,510-97.0% | $10,827-97.9% |