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 9-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 | $37,542 | $167,307-77.6% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.63% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,256 | $5,619-77.6% | $4,951-74.6% | $4,740-73.5% |
| Participant deferral / active EE | $5,293 | $6,446-17.9% | $5,637-6.1% | $6,400-17.3% |
| Admin fee / account holder | $222 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |