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 | $39,357 | $142,344-72.4% | $119,609-67.1% | $134,475-70.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | -12.44%-5.6pp | -14.97%-3.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,848 | $5,222-26.3% | $4,232-9.1% | $4,740-18.8% |
| Participant deferral / active EE | $9,621 | $6,469+48.7% | $5,602+71.7% | $6,400+50.3% |
| Admin fee / account holder | $255 | $13,584-98.1% | $10,323-97.5% | $11,426-97.8% |