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 10-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 | $44,986 | $100,754-55.4% | $86,677-48.1% | $134,475-66.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.68% | 29.04%-39.7pp | 35.91%-46.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $14,539 | $3,489+316.7% | $2,836+412.6% | $4,740+206.8% |
| Participant deferral / active EE | $2,554 | $5,338-52.2% | $4,656-45.1% | $6,400-60.1% |
| Admin fee / account holder | $176 | $10,926-98.4% | $7,493-97.6% | $11,426-98.5% |