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 | $104,722 | $140,588-25.5% | $123,104-14.9% | $125,391-16.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.80% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,094 | $6,041-48.8% | $5,151-39.9% | $4,866-36.4% |
| Participant deferral / active EE | $3,486 | $6,980-50.1% | $6,230-44.0% | $5,352-34.9% |
| Admin fee / account holder | $96 | $11,198-99.1% | $9,015-98.9% | $9,540-99.0% |