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 | $113,388 | $131,829-14.0% | $108,579+4.4% | $273,961-58.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.91% | -91.57%+101.5pp | -51.70%+61.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,633 | $4,912-66.7% | $3,758-56.5% | $4,869-66.5% |
| Participant deferral / active EE | $3,402 | $5,127-33.6% | $4,311-21.1% | $5,287-35.7% |
| Admin fee / account holder | $174 | $10,252-98.3% | $7,645-97.7% | $10,132-98.3% |