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 | $33,322 | $82,664-59.7% | $125,339-73.4% | $68,494-51.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -6.77% | -5.97%-0.8pp | 572.05%-578.8pp | -7.84%+1.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,271 | $6,110+84.4% | $7,446+51.4% | $4,027+179.9% |
| Admin fee / account holder | $228 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |