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 | $81,207 | $140,588-42.2% | $123,104-34.0% | $125,391-35.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.75% | 16.80%-17.5pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,902 | $6,041-68.5% | $5,151-63.1% | $4,866-60.9% |
| Participant deferral / active EE | $6,389 | $6,980-8.5% | $6,230+2.6% | $5,352+19.4% |
| Admin fee / account holder | $200 | $11,198-98.2% | $9,015-97.8% | $9,540-97.9% |