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 | $35,352 | $93,024-62.0% | $77,024-54.1% | $134,475-73.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.13% | 62.60%-76.7pp | 42.32%-56.4pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,392 | $3,418-59.3% | $2,812-50.5% | $4,740-70.6% |
| Participant deferral / active EE | $8,450 | $5,238+61.3% | $4,426+90.9% | $6,400+32.0% |
| Admin fee / account holder | $215 | $6,944-96.9% | $5,425-96.0% | $11,426-98.1% |