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 8-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 | $63,634 | $90,519-29.7% | $93,789-32.2% | $134,475-52.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -17.88% | -15.72%-2.2pp | -11.33%-6.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $5,010 | $4,343+15.4% | $4,323+15.9% | $4,740+5.7% |
| Participant deferral / active EE | $2,200 | $5,978-63.2% | $6,094-63.9% | $6,400-65.6% |
| Admin fee / account holder | $59 | $9,252-99.4% | $7,195-99.2% | $11,426-99.5% |