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 | $68,974 | $69,518-0.8% | $59,878+15.2% | $135,375-49.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 1.99% | 7.94%-6.0pp | 3.46%-1.5pp | 519.73%-517.7pp |
| Employer contribution / active EE | $2,337 | $3,235-27.8% | $2,722-14.1% | $4,779-51.1% |
| Participant deferral / active EE | $3,938 | $4,206-6.4% | $3,402+15.8% | $5,609-29.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |