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 5-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 | $71,787 | $95,862-25.1% | $79,550-9.8% | $134,475-46.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.78% | -2.69%+0.9pp | 0.16%-1.9pp | 417.96%-419.7pp |
| Employer contribution / active EE | $23,901 | $3,128+664.1% | $2,413+890.5% | $4,740+404.3% |
| Participant deferral / active EE | $13,404 | $4,693+185.6% | $3,985+236.3% | $6,400+109.4% |
| Admin fee / account holder | $147 | $9,126-98.4% | $6,832-97.8% | $11,426-98.7% |