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 8-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 | $66,079 | $211,958-68.8% | $169,463-61.0% | $135,375-51.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 3.26%-9.6pp | 1.83%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $12,500 | $5,120+144.2% | $4,159+200.6% | $4,779+161.6% |
| Participant deferral / active EE | $21,616 | $6,075+255.8% | $5,277+309.6% | $5,609+285.4% |
| Admin fee / account holder | $16 | $11,471-99.9% | $9,109-99.8% | $10,827-99.8% |