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 9-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 | $70,349 | $87,540-19.6% | $75,781-7.2% | $125,391-43.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $851 | $3,930-78.3% | $3,323-74.4% | $4,866-82.5% |
| Participant deferral / active EE | $2,783 | $4,229-34.2% | $3,651-23.8% | $5,352-48.0% |
| Admin fee / account holder | $100 | $6,502-98.5% | $5,299-98.1% | $9,540-99.0% |