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 9-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 | $47,226 | $133,958-64.7% | $112,228-57.9% | $134,475-64.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.94% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,999 | $4,038-50.5% | $3,635-45.0% | $4,740-57.8% |
| Participant deferral / active EE | $3,087 | $5,291-41.7% | $4,728-34.7% | $6,400-51.8% |
| Admin fee / account holder | $211 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |