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 | $83,005 | $52,681+57.6% | $75,781+9.5% | $59,632+39.2% |
| Participation rate | 80.6% | 67.2%+13.4pp | 75.8%+4.8pp | 68.7%+12.0pp |
| Annual return | -1.76% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,589 | $2,193-27.6% | $3,323-52.2% | $2,203-27.9% |
| Participant deferral / active EE | $3,192 | $2,591+23.2% | $3,651-12.6% | $3,1920% |
| Admin fee / account holder | $148 | $3,610-95.9% | $5,299-97.2% | $4,297-96.6% |