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 | $111,363 | $211,958-47.5% | $169,463-34.3% | $135,375-17.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.68% | 3.26%-6.9pp | 1.83%-5.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $3,686 | $5,120-28.0% | $4,159-11.4% | $4,779-22.9% |
| Participant deferral / active EE | $4,114 | $6,075-32.3% | $5,277-22.0% | $5,609-26.7% |
| Admin fee / account holder | $133 | $11,471-98.8% | $9,109-98.5% | $10,827-98.8% |