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 | $62,149 | $87,540-29.0% | $75,781-18.0% | $125,391-50.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.02% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,416 | $3,930-38.5% | $3,323-27.3% | $4,866-50.3% |
| Participant deferral / active EE | $4,027 | $4,229-4.8% | $3,651+10.3% | $5,352-24.8% |
| Admin fee / account holder | $5 | $6,502-99.9% | $5,299-99.9% | $9,540-99.9% |