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 5-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 | $34,816 | $142,344-75.5% | $119,609-70.9% | $134,475-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.32% | -12.44%+1.1pp | -14.97%+3.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $14,943 | $5,222+186.2% | $4,232+253.1% | $4,740+215.3% |
| Participant deferral / active EE | $6,510 | $6,469+0.6% | $5,602+16.2% | $6,400+1.7% |
| Admin fee / account holder | $15 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |