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 | $42,366 | $140,588-69.9% | $123,104-65.6% | $125,391-66.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.16% | 16.80%-19.0pp | 13.22%-15.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $9,364 | $6,041+55.0% | $5,151+81.8% | $4,866+92.4% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,230+92.6% | $5,352+124.2% |
| Admin fee / account holder | $298 | $11,198-97.3% | $9,015-96.7% | $9,540-96.9% |