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 6-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 | $44,837 | $107,791-58.4% | $90,645-50.5% | $135,375-66.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | -0.90%-2.8pp | 1.88%-5.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,000 | $3,018-66.9% | $2,532-60.5% | $4,779-79.1% |
| Participant deferral / active EE | $2,500 | $3,872-35.4% | $3,425-27.0% | $5,609-55.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |