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 | $78,267 | $167,484-53.3% | $151,611-48.4% | $134,475-41.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -2.51% | 7.80%-10.3pp | 3.33%-5.8pp | 417.96%-420.5pp |
| Employer contribution / active EE | $3,013 | $6,829-55.9% | $6,166-51.1% | $4,740-36.4% |
| Participant deferral / active EE | $8,300 | $8,986-7.6% | $8,363-0.8% | $6,400+29.7% |
| Admin fee / account holder | $159 | $13,783-98.8% | $11,616-98.6% | $11,426-98.6% |