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 | $40,784 | $129,942-68.6% | $104,294-60.9% | $134,475-69.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -8.70% | 42.03%-50.7pp | 24.61%-33.3pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,950 | $4,184+42.2% | $3,372+76.5% | $4,740+25.5% |
| Participant deferral / active EE | $7,215 | $5,588+29.1% | $4,625+56.0% | $6,400+12.7% |
| Admin fee / account holder | $203 | $9,323-97.8% | $7,339-97.2% | $11,426-98.2% |