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 | $32,110 | $82,286-61.0% | $68,791-53.3% | $134,475-76.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.55% | -2.19%-7.4pp | -6.38%-3.2pp | 417.96%-427.5pp |
| Employer contribution / active EE | $10,590 | $3,301+220.9% | $2,655+298.9% | $4,740+123.4% |
| Participant deferral / active EE | $5,015 | $4,739+5.8% | $3,941+27.2% | $6,400-21.6% |
| Admin fee / account holder | $191 | $6,481-97.1% | $4,932-96.1% | $11,426-98.3% |