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 | $82,054 | $131,829-37.8% | $108,579-24.4% | $273,961-70.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.44% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,356 | $4,912-11.3% | $3,758+15.9% | $4,869-10.5% |
| Participant deferral / active EE | $7,792 | $5,127+52.0% | $4,311+80.7% | $5,287+47.4% |
| Admin fee / account holder | $7 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |