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 6-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 | $44,745 | $133,958-66.6% | $112,228-60.1% | $134,475-66.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.76% | 47.11%-64.9pp | 27.45%-45.2pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,479 | $4,038-38.6% | $3,635-31.8% | $4,740-47.7% |
| Participant deferral / active EE | $15,571 | $5,291+194.3% | $4,728+229.3% | $6,400+143.3% |
| Admin fee / account holder | $218 | $7,489-97.1% | $6,410-96.6% | $11,426-98.1% |