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 | $36,031 | $133,958-73.1% | $112,228-67.9% | $134,475-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.47% | 47.11%-57.6pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $7,900 | $4,038+95.6% | $3,635+117.4% | $4,740+66.7% |
| Participant deferral / active EE | $5,268 | $5,291-0.4% | $4,728+11.4% | $6,400-17.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |