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 | $75,142 | $87,540-14.2% | $75,781-0.8% | $125,391-40.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.10% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,091 | $3,930-46.8% | $3,323-37.1% | $4,866-57.0% |
| Participant deferral / active EE | $4,386 | $4,229+3.7% | $3,651+20.1% | $5,352-18.0% |
| Admin fee / account holder | $37 | $6,502-99.4% | $5,299-99.3% | $9,540-99.6% |