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 | $92,204 | $97,044-5.0% | $83,333+10.6% | $135,375-31.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.98% | 12.31%-16.3pp | 10.63%-14.6pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,880 | $4,143-54.6% | $3,379-44.4% | $4,779-60.7% |
| Participant deferral / active EE | $2,030 | $5,964-66.0% | $5,565-63.5% | $5,609-63.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |