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 | $44,058 | $67,411-34.6% | $91,001-51.6% | $70,131-37.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.39% | -40.16%+54.6pp | 4.60%+9.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,564 | $1,786-12.4% | $2,456-36.3% | $2,342-33.2% |
| Participant deferral / active EE | $3,195 | $2,823+13.2% | $3,547-9.9% | $3,332-4.1% |
| Admin fee / account holder | $2 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |