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 10-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 | $36,595 | $72,404-49.5% | $110,238-66.8% | $64,186-43.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.40% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $3,826-74.2% | $2,381-58.6% |
| Participant deferral / active EE | $2,084 | $3,469-39.9% | $4,672-55.4% | $3,470-39.9% |
| Admin fee / account holder | $163 | $5,664-97.1% | $8,547-98.1% | $4,888-96.7% |