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 | $68,875 | $106,115-35.1% | $85,969-19.9% | $125,391-45.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 76.5%+3.5pp | 83.2%-3.2pp |
| Annual return | -0.73% | 13.93%-14.7pp | 9.32%-10.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,402 | $4,537-47.1% | $3,474-30.9% | $4,866-50.6% |
| Participant deferral / active EE | $3,145 | $4,859-35.3% | $3,829-17.9% | $5,352-41.2% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |