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 | $25,995 | $87,540-70.3% | $75,781-65.7% | $125,391-79.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.26% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $5,471 | $3,930+39.2% | $3,323+64.6% | $4,866+12.4% |
| Participant deferral / active EE | $1,827 | $4,229-56.8% | $3,651-50.0% | $5,352-65.9% |
| Admin fee / account holder | $170 | $6,502-97.4% | $5,299-96.8% | $9,540-98.2% |