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 | $36,113 | $92,703-61.0% | $82,719-56.3% | $134,475-73.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.22% | 944.92%-961.1pp | 701.18%-717.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,544 | $3,274+38.8% | $3,009+51.0% | $4,740-4.1% |
| Participant deferral / active EE | $14,625 | $4,802+204.6% | $4,395+232.8% | $6,400+128.5% |
| Admin fee / account holder | $163 | $5,983-97.3% | $5,329-96.9% | $11,426-98.6% |