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 | $49,943 | $105,860-52.8% | $90,749-45.0% | $134,475-62.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.51% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,825 | $3,462-18.4% | $2,921-3.3% | $4,740-40.4% |
| Participant deferral / active EE | $4,210 | $5,216-19.3% | $4,564-7.8% | $6,400-34.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |