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 | $49,536 | $131,829-62.4% | $108,579-54.4% | $273,961-81.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.67% | -91.57%+96.2pp | -51.70%+56.4pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,594 | $4,912-67.6% | $3,758-57.6% | $4,869-67.3% |
| Participant deferral / active EE | $2,211 | $5,127-56.9% | $4,311-48.7% | $5,287-58.2% |
| Admin fee / account holder | -$14 | $10,252-100.1% | $7,645-100.2% | $10,132-100.1% |