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 | $26,425 | $167,307-84.2% | $143,757-81.6% | $134,475-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.92% | 0.46%-9.4pp | -0.04%-8.9pp | 417.96%-426.9pp |
| Employer contribution / active EE | $4,271 | $5,619-24.0% | $4,951-13.7% | $4,740-9.9% |
| Participant deferral / active EE | $6,719 | $6,446+4.2% | $5,637+19.2% | $6,400+5.0% |
| Admin fee / account holder | $187 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |