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 5-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 | $55,665 | $105,860-47.4% | $90,749-38.7% | $134,475-58.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.63% | -11.01%-8.6pp | -12.16%-7.5pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,479 | $3,462+87.1% | $2,921+121.8% | $4,740+36.7% |
| Participant deferral / active EE | $11,134 | $5,216+113.5% | $4,564+144.0% | $6,400+74.0% |
| Admin fee / account holder | $25 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |