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 7-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 | $39,276 | $129,942-69.8% | $104,294-62.3% | $134,475-70.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.99% | 42.03%-54.0pp | 24.61%-36.6pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,011 | $4,184-51.9% | $3,372-40.4% | $4,740-57.6% |
| Participant deferral / active EE | $13,880 | $5,588+148.4% | $4,625+200.1% | $6,400+116.9% |
| Admin fee / account holder | $17 | $9,323-99.8% | $7,339-99.8% | $11,426-99.8% |