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 | $45,035 | $167,484-73.1% | $151,611-70.3% | $134,475-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.69% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,005 | $6,829-41.4% | $6,166-35.0% | $4,740-15.5% |
| Participant deferral / active EE | $8,532 | $8,986-5.0% | $8,363+2.0% | $6,400+33.3% |
| Admin fee / account holder | $25 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |