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 9-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 | $39,670 | $73,867-46.3% | $143,757-72.4% | $68,494-42.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.45% | 1.01%-14.5pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $866 | $3,184-72.8% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $1,517 | $3,384-55.2% | $5,637-73.1% | $4,027-62.3% |
| Admin fee / account holder | -$3,188 | $5,755-155.4% | $14,673-121.7% | $5,403-159.0% |