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 | $65,847 | $81,840-19.5% | $63,412+3.8% | $125,391-47.5% |
| Participation rate | 70.0% | 73.0%-3.0pp | 67.1%+2.9pp | 83.2%-13.2pp |
| Annual return | -1.47% | -0.10%-1.4pp | 4.04%-5.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $307 | $2,377-87.1% | $1,814-83.1% | $4,866-93.7% |
| Participant deferral / active EE | $3,229 | $3,064+5.4% | $2,496+29.4% | $5,352-39.7% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,540-100.0% |