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 | $54,637 | $167,484-67.4% | $151,611-64.0% | $134,475-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.35% | 7.80%-28.1pp | 3.33%-23.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $4,422 | $6,829-35.2% | $6,166-28.3% | $4,740-6.7% |
| Participant deferral / active EE | $6,739 | $8,986-25.0% | $8,363-19.4% | $6,400+5.3% |
| Admin fee / account holder | $259 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |