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 | $68,337 | $86,699-21.2% | $73,307-6.8% | $125,391-45.5% |
| Participation rate | 83.3% | 78.6%+4.7pp | 74.9%+8.4pp | 83.2%+0.1pp |
| Annual return | 0.28% | 2.78%-2.5pp | 5.67%-5.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,886 | $4,152-54.6% | $3,237-41.7% | $4,866-61.2% |
| Participant deferral / active EE | $7,915 | $5,550+42.6% | $4,991+58.6% | $5,352+47.9% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |