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 | $76,089 | $86,699-12.2% | $73,307+3.8% | $125,391-39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.96% | 2.78%-4.7pp | 5.67%-7.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,486 | $4,152-40.1% | $3,237-23.2% | $4,866-48.9% |
| Participant deferral / active EE | $4,628 | $5,550-16.6% | $4,991-7.3% | $5,352-13.5% |
| Admin fee / account holder | $25 | $7,771-99.7% | $5,637-99.6% | $9,540-99.7% |