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 5-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 | $44,154 | $95,862-53.9% | $79,550-44.5% | $134,475-67.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.52% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $9,927 | $3,128+217.4% | $2,413+311.4% | $4,740+109.5% |
| Participant deferral / active EE | $3,843 | $4,693-18.1% | $3,985-3.6% | $6,400-40.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |