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 | $45,626 | $95,862-52.4% | $79,550-42.6% | $134,475-66.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | -2.69%-17.2pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,338 | $3,128+70.6% | $2,413+121.2% | $4,740+12.6% |
| Participant deferral / active EE | $10,334 | $4,693+120.2% | $3,985+159.3% | $6,400+61.5% |
| Admin fee / account holder | $218 | $9,126-97.6% | $6,832-96.8% | $11,426-98.1% |