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 | $34,424 | $82,664-58.4% | $125,339-72.5% | $68,494-49.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,036 | $3,381-69.4% | $4,814-78.5% | $2,596-60.1% |
| Participant deferral / active EE | $5,435 | $6,110-11.1% | $7,446-27.0% | $4,027+35.0% |
| Admin fee / account holder | $233 | $6,275-96.3% | $10,010-97.7% | $5,403-95.7% |