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 5-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 | $22,245 | $93,024-76.1% | $77,024-71.1% | $134,475-83.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.10% | 62.60%-68.7pp | 42.32%-48.4pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,796 | $3,418-47.5% | $2,812-36.1% | $4,740-62.1% |
| Participant deferral / active EE | $6,833 | $5,238+30.5% | $4,426+54.4% | $6,400+6.8% |
| Admin fee / account holder | $38 | $6,944-99.5% | $5,425-99.3% | $11,426-99.7% |