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 | $47,341 | $133,958-64.7% | $112,228-57.8% | $134,475-64.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.00% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-435.0pp |
| Employer contribution / active EE | $6,281 | $4,038+55.6% | $3,635+72.8% | $4,740+32.5% |
| Participant deferral / active EE | $3,721 | $5,291-29.7% | $4,728-21.3% | $6,400-41.9% |
| Admin fee / account holder | $192 | $7,489-97.4% | $6,410-97.0% | $11,426-98.3% |