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 | $40,723 | $88,594-54.0% | $70,092-41.9% | $134,475-69.7% |
| Participation rate | 84.6% | 74.9%+9.7pp | 70.5%+14.1pp | 81.2%+3.4pp |
| Annual return | -11.24% | 442.67%-453.9pp | 190.73%-202.0pp | 417.96%-429.2pp |
| Employer contribution / active EE | $11,378 | $3,233+251.9% | $2,559+344.7% | $4,740+140.1% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $243 | $10,441-97.7% | $6,267-96.1% | $11,426-97.9% |