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 6-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 | $51,422 | $167,307-69.3% | $143,757-64.2% | $134,475-61.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.50% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $26,036 | $5,619+363.3% | $4,951+425.9% | $4,740+449.3% |
| Participant deferral / active EE | $11,708 | $6,446+81.6% | $5,637+107.7% | $6,400+82.9% |
| Admin fee / account holder | $253 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |