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 | $44,350 | $167,307-73.5% | $143,757-69.1% | $134,475-67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.40% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,655 | $5,619-35.0% | $4,951-26.2% | $4,740-22.9% |
| Participant deferral / active EE | $12,187 | $6,446+89.1% | $5,637+116.2% | $6,400+90.4% |
| Admin fee / account holder | $215 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |