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 | $36,256 | $100,754-64.0% | $86,677-58.2% | $134,475-73.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.00% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $12,889 | $3,489+269.4% | $2,836+354.4% | $4,740+171.9% |
| Participant deferral / active EE | $7,113 | $5,338+33.3% | $4,656+52.8% | $6,400+11.2% |
| Admin fee / account holder | $50 | $10,926-99.5% | $7,493-99.3% | $11,426-99.6% |