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 | $87,233 | $211,958-58.8% | $169,463-48.5% | $135,375-35.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -8.60% | 3.26%-11.9pp | 1.83%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $659 | $5,120-87.1% | $4,159-84.2% | $4,779-86.2% |
| Participant deferral / active EE | $8,758 | $6,075+44.2% | $5,277+66.0% | $5,609+56.1% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |