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 | $56,687 | $167,307-66.1% | $143,757-60.6% | $134,475-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.53% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $13,917 | $5,619+147.7% | $4,951+181.1% | $4,740+193.6% |
| Participant deferral / active EE | $11,162 | $6,446+73.2% | $5,637+98.0% | $6,400+74.4% |
| Admin fee / account holder | $188 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |