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 4-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 | $35,259 | $106,543-66.9% | $91,220-61.3% | $134,475-73.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -18.06% | 160.60%-178.7pp | 114.01%-132.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,940 | $3,331+18.3% | $2,850+38.2% | $4,740-16.9% |
| Participant deferral / active EE | $3,940 | $4,719-16.5% | $4,234-6.9% | $6,400-38.4% |
| Admin fee / account holder | $146 | $6,231-97.7% | $5,420-97.3% | $11,426-98.7% |