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 | $39,435 | $82,286-52.1% | $68,791-42.7% | $134,475-70.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.81% | -2.19%-12.6pp | -6.38%-8.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $8,803 | $3,301+166.7% | $2,655+231.5% | $4,740+85.7% |
| Participant deferral / active EE | $7,917 | $4,739+67.1% | $3,941+100.9% | $6,400+23.7% |
| Admin fee / account holder | $176 | $6,481-97.3% | $4,932-96.4% | $11,426-98.5% |