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 | $54,592 | $77,813-29.8% | $123,544-55.8% | $64,186-14.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.79% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,239 | $3,014+40.7% | $4,628-8.4% | $2,381+78.1% |
| Participant deferral / active EE | $5,378 | $5,240+2.6% | $6,426-16.3% | $3,470+55.0% |
| Admin fee / account holder | $16 | $5,519-99.7% | $9,284-99.8% | $4,888-99.7% |