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 | $58,228 | $67,411-13.6% | $91,001-36.0% | $70,131-17.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 16.27% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,935 | $1,786+8.4% | $2,456-21.2% | $2,342-17.4% |
| Participant deferral / active EE | $1,838 | $2,823-34.9% | $3,547-48.2% | $3,332-44.8% |
| Admin fee / account holder | $261 | $4,236-93.8% | $5,417-95.2% | $4,645-94.4% |