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 | $35,423 | $167,484-78.8% | $151,611-76.6% | $134,475-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.09% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.1pp |
| Employer contribution / active EE | $7,568 | $6,829+10.8% | $6,166+22.7% | $4,740+59.7% |
| Participant deferral / active EE | $12,418 | $8,986+38.2% | $8,363+48.5% | $6,400+94.0% |
| Admin fee / account holder | $77 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |