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 | $62,202 | $107,791-42.3% | $90,645-31.4% | $135,375-54.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 2.71% | -0.90%+3.6pp | 1.88%+0.8pp | 519.73%-517.0pp |
| Employer contribution / active EE | $1,717 | $3,018-43.1% | $2,532-32.2% | $4,779-64.1% |
| Participant deferral / active EE | $2,043 | $3,872-47.2% | $3,425-40.3% | $5,609-63.6% |
| Admin fee / account holder | $12 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |