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 | $46,689 | $167,307-72.1% | $143,757-67.5% | $134,475-65.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,682 | $5,619-34.5% | $4,951-25.6% | $4,740-22.3% |
| Participant deferral / active EE | $6,140 | $6,446-4.7% | $5,637+8.9% | $6,400-4.1% |
| Admin fee / account holder | $268 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |