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 | $43,338 | $138,065-68.6% | $123,544-64.9% | $135,375-68.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $5,095 | $5,151-1.1% | $4,628+10.1% | $4,779+6.6% |
| Participant deferral / active EE | $8,000 | $6,799+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $148 | $10,916-98.6% | $9,284-98.4% | $10,827-98.6% |