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 | $46,098 | $167,484-72.5% | $151,611-69.6% | $134,475-65.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.33% | 7.80%-21.1pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,197 | $6,829-38.5% | $6,166-31.9% | $4,740-11.4% |
| Participant deferral / active EE | $11,240 | $8,986+25.1% | $8,363+34.4% | $6,400+75.6% |
| Admin fee / account holder | $8 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |