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 5-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 | $30,048 | $129,942-76.9% | $104,294-71.2% | $134,475-77.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 42.03%-62.3pp | 24.61%-44.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,230 | $4,184-46.7% | $3,372-33.9% | $4,740-53.0% |
| Participant deferral / active EE | $6,945 | $5,588+24.3% | $4,625+50.2% | $6,400+8.5% |
| Admin fee / account holder | $286 | $9,323-96.9% | $7,339-96.1% | $11,426-97.5% |