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 | $35,921 | $82,664-56.5% | $125,339-71.3% | $68,494-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.33% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,926 | $3,381+16.1% | $4,814-18.4% | $2,596+51.2% |
| Participant deferral / active EE | $2,847 | $6,110-53.4% | $7,446-61.8% | $4,027-29.3% |
| Admin fee / account holder | $289 | $6,275-95.4% | $10,010-97.1% | $5,403-94.6% |