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 | $45,819 | $140,588-67.4% | $123,104-62.8% | $125,391-63.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.27% | 16.80%-18.1pp | 13.22%-14.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,802 | $6,041-70.2% | $5,151-65.0% | $4,866-63.0% |
| Participant deferral / active EE | $2,575 | $6,980-63.1% | $6,230-58.7% | $5,352-51.9% |
| Admin fee / account holder | $177 | $11,198-98.4% | $9,015-98.0% | $9,540-98.1% |