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 10-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 | $43,114 | $104,106-58.6% | $71,086-39.3% | $135,375-68.2% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -8.17% | 1256.30%-1264.5pp | 650.59%-658.8pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,622 | $1,485+9.2% | $1,088+49.1% | $4,779-66.1% |
| Participant deferral / active EE | $6,781 | $2,527+168.3% | $1,874+261.8% | $5,609+20.9% |
| Admin fee / account holder | $295 | $4,142-92.9% | $3,082-90.4% | $10,827-97.3% |