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 8-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 | $64,805 | $129,942-50.1% | $104,294-37.9% | $134,475-51.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | 42.03%-61.8pp | 24.61%-44.4pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,110 | $4,184-25.7% | $3,372-7.8% | $4,740-34.4% |
| Participant deferral / active EE | $11,507 | $5,588+105.9% | $4,625+148.8% | $6,400+79.8% |
| Admin fee / account holder | $32 | $9,323-99.7% | $7,339-99.6% | $11,426-99.7% |