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 9-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 | $45,826 | $167,307-72.6% | $143,757-68.1% | $134,475-65.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.17% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $7,219 | $5,619+28.5% | $4,951+45.8% | $4,740+52.3% |
| Participant deferral / active EE | $2,624 | $6,446-59.3% | $5,637-53.4% | $6,400-59.0% |
| Admin fee / account holder | $207 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |