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 | $82,112 | $167,484-51.0% | $151,611-45.8% | $134,475-38.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.88% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,149 | $6,829-39.2% | $6,166-32.7% | $4,740-12.5% |
| Participant deferral / active EE | $8,751 | $8,986-2.6% | $8,363+4.6% | $6,400+36.7% |
| Admin fee / account holder | $93 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |