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 | $44,903 | $167,307-73.2% | $143,757-68.8% | $134,475-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,864 | $5,619-13.4% | $4,951-1.8% | $4,740+2.6% |
| Participant deferral / active EE | $6,750 | $6,446+4.7% | $5,637+19.7% | $6,400+5.5% |
| Admin fee / account holder | $52 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |