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 | $75,320 | $87,540-14.0% | $75,781-0.6% | $125,391-39.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.95% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.2pp |
| Employer contribution / active EE | $6,934 | $3,930+76.4% | $3,323+108.6% | $4,866+42.5% |
| Participant deferral / active EE | $3,270 | $4,229-22.7% | $3,651-10.4% | $5,352-38.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |