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 | $38,660 | $140,588-72.5% | $123,104-68.6% | $125,391-69.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.38% | 16.80%-20.2pp | 13.22%-16.6pp | 282.22%-285.6pp |
| Employer contribution / active EE | $4,984 | $6,041-17.5% | $5,151-3.2% | $4,866+2.4% |
| Participant deferral / active EE | $5,795 | $6,980-17.0% | $6,230-7.0% | $5,352+8.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |