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 | $31,301 | $105,860-70.4% | $90,749-65.5% | $134,475-76.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -11.06% | -11.01%-0.1pp | -12.16%+1.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $3,067 | $3,462-11.4% | $2,921+5.0% | $4,740-35.3% |
| Participant deferral / active EE | $12,725 | $5,216+144.0% | $4,564+178.8% | $6,400+98.8% |
| Admin fee / account holder | $158 | $13,938-98.9% | $8,445-98.1% | $11,426-98.6% |