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 | $42,613 | $95,862-55.5% | $79,550-46.4% | $134,475-68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.05% | -2.69%-10.4pp | 0.16%-13.2pp | 417.96%-431.0pp |
| Employer contribution / active EE | $6,443 | $3,128+106.0% | $2,413+167.0% | $4,740+35.9% |
| Participant deferral / active EE | $3,906 | $4,693-16.8% | $3,985-2.0% | $6,400-39.0% |
| Admin fee / account holder | $108 | $9,126-98.8% | $6,832-98.4% | $11,426-99.1% |