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 | $70,508 | $167,484-57.9% | $151,611-53.5% | $134,475-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.32% | 7.80%-24.1pp | 3.33%-19.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,367 | $6,829-50.7% | $6,166-45.4% | $4,740-29.0% |
| Participant deferral / active EE | $12,020 | $8,986+33.8% | $8,363+43.7% | $6,400+87.8% |
| Admin fee / account holder | $300 | $13,783-97.8% | $11,616-97.4% | $11,426-97.4% |