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 | $38,040 | $105,860-64.1% | $90,749-58.1% | $134,475-71.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.16% | -11.01%-9.1pp | -12.16%-8.0pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,108 | $3,462-68.0% | $2,921-62.1% | $4,740-76.6% |
| Participant deferral / active EE | $12,072 | $5,216+131.4% | $4,564+164.5% | $6,400+88.6% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |