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 7-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 | $27,894 | $167,307-83.3% | $143,757-80.6% | $134,475-79.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,398 | $5,619+13.9% | $4,951+29.2% | $4,740+35.0% |
| Participant deferral / active EE | $5,192 | $6,446-19.4% | $5,637-7.9% | $6,400-18.9% |
| Admin fee / account holder | $238 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |