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 | $106,914 | $78,694+35.9% | $67,652+58.0% | $125,391-14.7% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | 1.39% | 9.46%-8.1pp | 6625.04%-6623.6pp | 282.22%-280.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,448 | $4,292+3.6% | $3,560+25.0% | $5,352-16.9% |
| Admin fee / account holder | $271 | $7,403-96.3% | $4,821-94.4% | $9,540-97.2% |