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 8-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 | $68,828 | $92,222-25.4% | $76,768-10.3% | $135,375-49.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -0.23% | 5.46%-5.7pp | 2.43%-2.7pp | 519.73%-520.0pp |
| Employer contribution / active EE | $956 | $3,216-70.3% | $2,485-61.5% | $4,779-80.0% |
| Participant deferral / active EE | $3,812 | $4,509-15.4% | $3,852-1.0% | $5,609-32.0% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.8% | $10,827-99.8% |