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 | $43,614 | $167,484-74.0% | $151,611-71.2% | $134,475-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.40% | 7.80%-27.2pp | 3.33%-22.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,397 | $6,829-64.9% | $6,166-61.1% | $4,740-49.4% |
| Participant deferral / active EE | $4,197 | $8,986-53.3% | $8,363-49.8% | $6,400-34.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |