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 | $42,688 | $167,307-74.5% | $143,757-70.3% | $134,475-68.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.00% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $8,492 | $5,619+51.1% | $4,951+71.5% | $4,740+79.2% |
| Participant deferral / active EE | $8,310 | $6,446+28.9% | $5,637+47.4% | $6,400+29.8% |
| Admin fee / account holder | $154 | $18,088-99.1% | $14,673-98.9% | $11,426-98.7% |