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 4-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 | $39,629 | $82,286-51.8% | $68,791-42.4% | $134,475-70.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.48% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,492 | $3,301-54.8% | $2,655-43.8% | $4,740-68.5% |
| Participant deferral / active EE | $3,730 | $4,739-21.3% | $3,941-5.4% | $6,400-41.7% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |