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 | $61,386 | $167,484-63.3% | $151,611-59.5% | $134,475-54.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $8,909 | $6,829+30.5% | $6,166+44.5% | $4,740+88.0% |
| Participant deferral / active EE | $3,554 | $8,986-60.4% | $8,363-57.5% | $6,400-44.5% |
| Admin fee / account holder | $15 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |