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 | $35,579 | $94,529-62.4% | $140,016-74.6% | $64,186-44.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.27% | 7.77%-14.0pp | 651.12%-657.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,735 | $3,812-28.3% | $5,606-51.2% | $2,381+14.9% |
| Participant deferral / active EE | $4,712 | $5,250-10.3% | $6,927-32.0% | $3,470+35.8% |
| Admin fee / account holder | $47 | $6,741-99.3% | $10,705-99.6% | $4,888-99.0% |