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 | $74,285 | $94,529-21.4% | $140,016-46.9% | $64,186+15.7% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -4.87% | 7.77%-12.6pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,383 | $3,812-37.5% | $5,606-57.5% | $2,381+0.1% |
| Participant deferral / active EE | $2,857 | $5,250-45.6% | $6,927-58.8% | $3,470-17.7% |
| Admin fee / account holder | $14 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |