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 | $28,687 | $133,958-78.6% | $112,228-74.4% | $134,475-78.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.43% | 47.11%-66.5pp | 27.45%-46.9pp | 417.96%-437.4pp |
| Employer contribution / active EE | $6,757 | $4,038+67.3% | $3,635+85.9% | $4,740+42.6% |
| Participant deferral / active EE | $4,680 | $5,291-11.5% | $4,728-1.0% | $6,400-26.9% |
| Admin fee / account holder | $238 | $7,489-96.8% | $6,410-96.3% | $11,426-97.9% |