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 9-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 | $68,145 | $77,813-12.4% | $123,544-44.8% | $64,186+6.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.34% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,860 | $3,014-5.1% | $4,628-38.2% | $2,381+20.1% |
| Participant deferral / active EE | $2,550 | $5,240-51.3% | $6,426-60.3% | $3,470-26.5% |
| Admin fee / account holder | $203 | $5,519-96.3% | $9,284-97.8% | $4,888-95.8% |