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 | $59,325 | $140,588-57.8% | $123,104-51.8% | $125,391-52.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.38% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,831 | $6,041-53.1% | $5,151-45.0% | $4,866-41.8% |
| Participant deferral / active EE | $13,762 | $6,980+97.1% | $6,230+120.9% | $5,352+157.2% |
| Admin fee / account holder | $271 | $11,198-97.6% | $9,015-97.0% | $9,540-97.2% |