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 8-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 | $61,199 | $112,300-45.5% | $90,223-32.2% | $125,391-51.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | 0.08% | -0.57%+0.7pp | 1.31%-1.2pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,573 | $5,181-69.7% | $4,378-64.1% | $4,866-67.7% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10 | $10,990-99.9% | $7,406-99.9% | $9,540-99.9% |