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 | $26,839 | $95,193-71.8% | $76,523-64.9% | $135,375-80.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.11% | 4.85%-10.0pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,195 | $3,302-63.8% | $2,647-54.9% | $4,779-75.0% |
| Participant deferral / active EE | $1,443 | $4,639-68.9% | $3,835-62.4% | $5,609-74.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |