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 | $54,613 | $129,942-58.0% | $104,294-47.6% | $134,475-59.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.83% | 42.03%-49.9pp | 24.61%-32.4pp | 417.96%-425.8pp |
| Employer contribution / active EE | $2,454 | $4,184-41.3% | $3,372-27.2% | $4,740-48.2% |
| Participant deferral / active EE | $6,135 | $5,588+9.8% | $4,625+32.7% | $6,400-4.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |