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 | $77,846 | $211,958-63.3% | $169,463-54.1% | $135,375-42.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.96% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $3,944 | $5,120-23.0% | $4,159-5.2% | $4,779-17.5% |
| Participant deferral / active EE | $5,820 | $6,075-4.2% | $5,277+10.3% | $5,609+3.8% |
| Admin fee / account holder | $49 | $11,471-99.6% | $9,109-99.5% | $10,827-99.5% |