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 | $36,312 | $110,094-67.0% | $151,611-76.0% | $68,494-47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -14.85% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,010 | $4,471-55.0% | $6,166-67.4% | $2,596-22.6% |
| Participant deferral / active EE | $3,639 | $6,527-44.2% | $8,363-56.5% | $4,027-9.6% |
| Admin fee / account holder | $264 | $7,719-96.6% | $11,616-97.7% | $5,403-95.1% |