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 | $57,993 | $167,307-65.3% | $143,757-59.7% | $134,475-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.83% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $8,210 | $5,619+46.1% | $4,951+65.8% | $4,740+73.2% |
| Participant deferral / active EE | $8,783 | $6,446+36.3% | $5,637+55.8% | $6,400+37.2% |
| Admin fee / account holder | $91 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |