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 | $64,219 | $167,307-61.6% | $143,757-55.3% | $134,475-52.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.73% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,245 | $5,619+11.1% | $4,951+26.1% | $4,740+31.8% |
| Participant deferral / active EE | $14,622 | $6,446+126.8% | $5,637+159.4% | $6,400+128.5% |
| Admin fee / account holder | $274 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |