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 | $59,380 | $100,754-41.1% | $86,677-31.5% | $134,475-55.8% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -17.03% | 29.04%-46.1pp | 35.91%-52.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,134 | $3,489-67.5% | $2,836-60.0% | $4,740-76.1% |
| Participant deferral / active EE | $4,570 | $5,338-14.4% | $4,656-1.8% | $6,400-28.6% |
| Admin fee / account holder | $150 | $10,926-98.6% | $7,493-98.0% | $11,426-98.7% |