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 | $61,022 | $167,484-63.6% | $151,611-59.8% | $134,475-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.27% | 7.80%-27.1pp | 3.33%-22.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,832 | $6,829-73.2% | $6,166-70.3% | $4,740-61.4% |
| Participant deferral / active EE | $11,449 | $8,986+27.4% | $8,363+36.9% | $6,400+78.9% |
| Admin fee / account holder | $216 | $13,783-98.4% | $11,616-98.1% | $11,426-98.1% |