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 | $26,221 | $133,958-80.4% | $112,228-76.6% | $134,475-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.17% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,049 | $4,038+74.6% | $3,635+93.9% | $4,740+48.7% |
| Participant deferral / active EE | $5,553 | $5,291+5.0% | $4,728+17.4% | $6,400-13.2% |
| Admin fee / account holder | $103 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |