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 | $85,865 | $77,976+10.1% | $81,367+5.5% | $125,391-31.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | 0.08% | -2.85%+2.9pp | -0.92%+1.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $8,483 | $4,366+94.3% | $3,930+115.9% | $4,866+74.3% |
| Participant deferral / active EE | $1,534 | $5,646-72.8% | $5,383-71.5% | $5,352-71.3% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,540-100.0% |