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 9-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 | $52,194 | $211,958-75.4% | $169,463-69.2% | $135,375-61.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.89% | 3.26%-11.2pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $15,818 | $5,120+209.0% | $4,159+280.3% | $4,779+231.0% |
| Participant deferral / active EE | $6,167 | $6,075+1.5% | $5,277+16.9% | $5,609+9.9% |
| Admin fee / account holder | $9 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |