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 8-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 | $56,550 | $142,344-60.3% | $119,609-52.7% | $134,475-57.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.07% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $7,985 | $5,222+52.9% | $4,232+88.7% | $4,740+68.5% |
| Participant deferral / active EE | $18,881 | $6,469+191.9% | $5,602+237.0% | $6,400+195.0% |
| Admin fee / account holder | $100 | $13,584-99.3% | $10,323-99.0% | $11,426-99.1% |