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 6-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 | $72,091 | $167,307-56.9% | $143,757-49.9% | $134,475-46.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $12,095 | $5,619+115.2% | $4,951+144.3% | $4,740+155.2% |
| Participant deferral / active EE | $5,244 | $6,446-18.6% | $5,637-7.0% | $6,400-18.1% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |