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 | $71,675 | $167,484-57.2% | $151,611-52.7% | $134,475-46.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.92% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,438 | $6,829-64.3% | $6,166-60.5% | $4,740-48.6% |
| Participant deferral / active EE | $11,985 | $8,986+33.4% | $8,363+43.3% | $6,400+87.3% |
| Admin fee / account holder | $211 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |