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 7-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 | $40,819 | $129,942-68.6% | $104,294-60.9% | $134,475-69.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.37% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,633 | $4,184-13.2% | $3,372+7.7% | $4,740-23.4% |
| Participant deferral / active EE | $7,069 | $5,588+26.5% | $4,625+52.8% | $6,400+10.5% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |