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 | $37,184 | $67,331-44.8% | $60,874-38.9% | $134,475-72.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -12.11% | 49.93%-62.0pp | 16.90%-29.0pp | 417.96%-430.1pp |
| Employer contribution / active EE | $4,693 | $3,096+51.6% | $2,701+73.7% | $4,740-1.0% |
| Participant deferral / active EE | $6,579 | $4,538+45.0% | $3,817+72.4% | $6,400+2.8% |
| Admin fee / account holder | -$213 | $4,582-104.6% | $3,224-106.6% | $11,426-101.9% |