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 7-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 | $67,320 | $133,958-49.7% | $112,228-40.0% | $134,475-49.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.29% | 47.11%-62.4pp | 27.45%-42.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $15,394 | $4,038+281.2% | $3,635+323.5% | $4,740+224.8% |
| Participant deferral / active EE | $11,253 | $5,291+112.7% | $4,728+138.0% | $6,400+75.8% |
| Admin fee / account holder | $205 | $7,489-97.3% | $6,410-96.8% | $11,426-98.2% |