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 10-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 | $48,580 | $82,664-41.2% | $125,339-61.2% | $68,494-29.1% |
| Participation rate | 87.8% | 75.0%+12.8pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -12.70% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,715 | $3,381-49.3% | $4,814-64.4% | $2,596-34.0% |
| Participant deferral / active EE | $12,808 | $6,110+109.6% | $7,446+72.0% | $4,027+218.0% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |