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 | $61,297 | $167,307-63.4% | $143,757-57.4% | $134,475-54.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.40% | 0.46%-0.9pp | -0.04%-0.4pp | 417.96%-418.4pp |
| Employer contribution / active EE | $3,383 | $5,619-39.8% | $4,951-31.7% | $4,740-28.6% |
| Participant deferral / active EE | $5,265 | $6,446-18.3% | $5,637-6.6% | $6,400-17.7% |
| Admin fee / account holder | $49 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |