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 | $23,169 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.08% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,599 | $5,619-71.5% | $4,951-67.7% | $4,740-66.3% |
| Participant deferral / active EE | $4,221 | $6,446-34.5% | $5,637-25.1% | $6,400-34.0% |
| Admin fee / account holder | $190 | $18,088-99.0% | $14,673-98.7% | $11,426-98.3% |