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 8-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 | $62,817 | $59,107+6.3% | $86,436-27.3% | $68,494-8.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.06% | -0.23%-12.8pp | 4394.89%-4408.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $5,037 | $2,519+100.0% | $3,769+33.7% | $2,596+94.0% |
| Participant deferral / active EE | $14,427 | $5,901+144.5% | $6,952+107.5% | $4,027+258.2% |
| Admin fee / account holder | $222 | $5,637-96.1% | $6,731-96.7% | $5,403-95.9% |