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 7-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 | $37,811 | $167,484-77.4% | $151,611-75.1% | $134,475-71.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.6pp |
| Employer contribution / active EE | $6,813 | $6,829-0.2% | $6,166+10.5% | $4,740+43.7% |
| Participant deferral / active EE | $11,292 | $8,986+25.7% | $8,363+35.0% | $6,400+76.4% |
| Admin fee / account holder | $59 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |