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 | $68,039 | $77,813-12.6% | $123,544-44.9% | $64,186+6.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,372 | $3,014+78.3% | $4,628+16.1% | $2,381+125.7% |
| Participant deferral / active EE | $6,492 | $5,240+23.9% | $6,426+1.0% | $3,470+87.1% |
| Admin fee / account holder | $213 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |