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 | $75,204 | $107,791-30.2% | $90,645-17.0% | $135,375-44.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.01% | -0.90%-1.1pp | 1.88%-3.9pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,148 | $3,018+4.3% | $2,532+24.4% | $4,779-34.1% |
| Participant deferral / active EE | $13,703 | $3,872+253.9% | $3,425+300.2% | $5,609+144.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |