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 5-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 | $69,624 | $167,307-58.4% | $143,757-51.6% | $134,475-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.05% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $21,057 | $5,619+274.7% | $4,951+325.3% | $4,740+344.3% |
| Participant deferral / active EE | $10,250 | $6,446+59.0% | $5,637+81.8% | $6,400+60.2% |
| Admin fee / account holder | $286 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |