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 6-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 | $60,849 | $167,484-63.7% | $151,611-59.9% | $134,475-54.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.57% | 7.80%-12.4pp | 3.33%-7.9pp | 417.96%-422.5pp |
| Employer contribution / active EE | $2,534 | $6,829-62.9% | $6,166-58.9% | $4,740-46.5% |
| Participant deferral / active EE | $3,700 | $8,986-58.8% | $8,363-55.8% | $6,400-42.2% |
| Admin fee / account holder | $32 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |