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 | $43,906 | $82,286-46.6% | $68,791-36.2% | $134,475-67.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -19.06% | -2.19%-16.9pp | -6.38%-12.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,038 | $3,301+22.3% | $2,655+52.1% | $4,740-14.8% |
| Participant deferral / active EE | $4,957 | $4,739+4.6% | $3,941+25.8% | $6,400-22.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |