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 | $48,283 | $93,024-48.1% | $77,024-37.3% | $134,475-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.67% | 62.60%-77.3pp | 42.32%-57.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,570 | $3,418+150.7% | $2,812+204.7% | $4,740+80.8% |
| Participant deferral / active EE | $8,316 | $5,238+58.8% | $4,426+87.9% | $6,400+29.9% |
| Admin fee / account holder | $104 | $6,944-98.5% | $5,425-98.1% | $11,426-99.1% |