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 | $34,110 | $105,860-67.8% | $90,749-62.4% | $134,475-74.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.60% | -11.01%-8.6pp | -12.16%-7.4pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,584 | $3,462-25.4% | $2,921-11.5% | $4,740-45.5% |
| Participant deferral / active EE | $14,624 | $5,216+180.4% | $4,564+220.4% | $6,400+128.5% |
| Admin fee / account holder | $60 | $13,938-99.6% | $8,445-99.3% | $11,426-99.5% |