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 | $80,663 | $75,935+6.2% | $60,547+33.2% | $125,391-35.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.66% | -5.38%+1.7pp | 335.64%-339.3pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,400 | $3,438-30.2% | $2,419-0.8% | $4,866-50.7% |
| Participant deferral / active EE | $1,200 | $4,506-73.4% | $3,328-63.9% | $5,352-77.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |