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 4-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 | $47,425 | $133,958-64.6% | $112,228-57.7% | $134,475-64.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.39% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,776 | $4,038-31.3% | $3,635-23.6% | $4,740-41.4% |
| Participant deferral / active EE | $5,185 | $5,291-2.0% | $4,728+9.7% | $6,400-19.0% |
| Admin fee / account holder | $19 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |