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 | $51,948 | $133,958-61.2% | $112,228-53.7% | $134,475-61.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.28% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,403 | $4,038-40.5% | $3,635-33.9% | $4,740-49.3% |
| Participant deferral / active EE | $7,202 | $5,291+36.1% | $4,728+52.3% | $6,400+12.5% |
| Admin fee / account holder | $273 | $7,489-96.4% | $6,410-95.7% | $11,426-97.6% |