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 | $36,264 | $90,519-59.9% | $93,789-61.3% | $134,475-73.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 81.0%+10.7pp | 81.2%+10.4pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $12,302 | $4,343+183.3% | $4,323+184.6% | $4,740+159.6% |
| Participant deferral / active EE | $5,969 | $5,978-0.2% | $6,094-2.1% | $6,400-6.7% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |