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 | $61,157 | $105,860-42.2% | $90,749-32.6% | $134,475-54.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.15% | -11.01%-4.1pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,993 | $3,462+73.1% | $2,921+105.2% | $4,740+26.4% |
| Participant deferral / active EE | $17,517 | $5,216+235.9% | $4,564+283.8% | $6,400+173.7% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |