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 | $61,575 | $87,540-29.7% | $75,781-18.7% | $125,391-50.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.23% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $645 | $3,930-83.6% | $3,323-80.6% | $4,866-86.7% |
| Participant deferral / active EE | $2,143 | $4,229-49.3% | $3,651-41.3% | $5,352-60.0% |
| Admin fee / account holder | $96 | $6,502-98.5% | $5,299-98.2% | $9,540-99.0% |