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 7-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 | $17,900 | $133,958-86.6% | $112,228-84.0% | $134,475-86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.20% | 47.11%-67.3pp | 27.45%-47.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $3,081 | $4,038-23.7% | $3,635-15.2% | $4,740-35.0% |
| Participant deferral / active EE | $9,114 | $5,291+72.3% | $4,728+92.8% | $6,400+42.4% |
| Admin fee / account holder | $41 | $7,489-99.5% | $6,410-99.4% | $11,426-99.6% |