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 5-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 | $30,846 | $92,703-66.7% | $82,719-62.7% | $134,475-77.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.04% | 944.92%-965.0pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $7,395 | $3,274+125.9% | $3,009+145.8% | $4,740+56.0% |
| Participant deferral / active EE | $6,796 | $4,802+41.5% | $4,395+54.6% | $6,400+6.2% |
| Admin fee / account holder | $202 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |