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 | $106,316 | $131,829-19.4% | $108,579-2.1% | $273,961-61.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.13% | -91.57%+102.7pp | -51.70%+62.8pp | 41.45%-30.3pp |
| Employer contribution / active EE | $3,360 | $4,912-31.6% | $3,758-10.6% | $4,869-31.0% |
| Participant deferral / active EE | $8,795 | $5,127+71.5% | $4,311+104.0% | $5,287+66.4% |
| Admin fee / account holder | $58 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |