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 | $33,293 | $167,307-80.1% | $143,757-76.8% | $134,475-75.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.57% | 0.46%-12.0pp | -0.04%-11.5pp | 417.96%-429.5pp |
| Employer contribution / active EE | $10,993 | $5,619+95.6% | $4,951+122.0% | $4,740+131.9% |
| Participant deferral / active EE | $9,833 | $6,446+52.6% | $5,637+74.4% | $6,400+53.7% |
| Admin fee / account holder | $174 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |