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 | $64,445 | $211,958-69.6% | $169,463-62.0% | $135,375-52.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.09% | 3.26%-6.4pp | 1.83%-4.9pp | 519.73%-522.8pp |
| Employer contribution / active EE | $964 | $5,120-81.2% | $4,159-76.8% | $4,779-79.8% |
| Participant deferral / active EE | $2,337 | $6,075-61.5% | $5,277-55.7% | $5,609-58.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |