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 | $61,482 | $167,484-63.3% | $151,611-59.4% | $134,475-54.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.50% | 7.80%-17.3pp | 3.33%-12.8pp | 417.96%-427.5pp |
| Employer contribution / active EE | $3,686 | $6,829-46.0% | $6,166-40.2% | $4,740-22.2% |
| Participant deferral / active EE | $5,340 | $8,986-40.6% | $8,363-36.1% | $6,400-16.6% |
| Admin fee / account holder | $72 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |