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 | $34,013 | $167,307-79.7% | $143,757-76.3% | $134,475-74.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.15% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $9,463 | $5,619+68.4% | $4,951+91.1% | $4,740+99.6% |
| Participant deferral / active EE | $9,318 | $6,446+44.6% | $5,637+65.3% | $6,400+45.6% |
| Admin fee / account holder | $175 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |