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 | $36,744 | $140,578-73.9% | $100,671-63.5% | $125,391-70.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.86% | 24.67%-26.5pp | 20.43%-22.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $679 | $5,965-88.6% | $4,012-83.1% | $4,866-86.1% |
| Participant deferral / active EE | $9,255 | $3,981+132.5% | $3,144+194.4% | $5,352+72.9% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |