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 9-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 | $28,414 | $167,307-83.0% | $143,757-80.2% | $134,475-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,233 | $5,619-60.3% | $4,951-54.9% | $4,740-52.9% |
| Participant deferral / active EE | $4,116 | $6,446-36.1% | $5,637-27.0% | $6,400-35.7% |
| Admin fee / account holder | $29 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |