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 | $59,025 | $92,222-36.0% | $76,768-23.1% | $135,375-56.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.61% | 5.46%-10.1pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,635 | $3,216-49.2% | $2,485-34.2% | $4,779-65.8% |
| Participant deferral / active EE | $2,743 | $4,509-39.2% | $3,852-28.8% | $5,609-51.1% |
| Admin fee / account holder | $246 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |