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 | $57,931 | $167,307-65.4% | $143,757-59.7% | $134,475-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.25% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $11,451 | $5,619+103.8% | $4,951+131.3% | $4,740+141.6% |
| Participant deferral / active EE | $15,139 | $6,446+134.9% | $5,637+168.6% | $6,400+136.6% |
| Admin fee / account holder | $224 | $18,088-98.8% | $14,673-98.5% | $11,426-98.0% |