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 | $26,458 | $167,484-84.2% | $151,611-82.5% | $134,475-80.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.79% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,306 | $6,829-66.2% | $6,166-62.6% | $4,740-51.3% |
| Participant deferral / active EE | $10,751 | $8,986+19.6% | $8,363+28.5% | $6,400+68.0% |
| Admin fee / account holder | $52 | $13,783-99.6% | $11,616-99.6% | $11,426-99.5% |