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 8-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 | $24,501 | $133,958-81.7% | $112,228-78.2% | $134,475-81.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.52% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $9,683 | $4,038+139.8% | $3,635+166.4% | $4,740+104.3% |
| Participant deferral / active EE | $6,417 | $5,291+21.3% | $4,728+35.7% | $6,400+0.3% |
| Admin fee / account holder | $292 | $7,489-96.1% | $6,410-95.5% | $11,426-97.4% |