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 | $77,990 | $133,958-41.8% | $112,228-30.5% | $134,475-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.78% | 47.11%-48.9pp | 27.45%-29.2pp | 417.96%-419.7pp |
| Employer contribution / active EE | $1,209 | $4,038-70.1% | $3,635-66.7% | $4,740-74.5% |
| Participant deferral / active EE | $1,511 | $5,291-71.4% | $4,728-68.0% | $6,400-76.4% |
| Admin fee / account holder | $55 | $7,489-99.3% | $6,410-99.1% | $11,426-99.5% |