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 | $47,779 | $167,307-71.4% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.40% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $5,462 | $5,619-2.8% | $4,951+10.3% | $4,740+15.2% |
| Participant deferral / active EE | $4,352 | $6,446-32.5% | $5,637-22.8% | $6,400-32.0% |
| Admin fee / account holder | $72 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |