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 7-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 | $53,115 | $167,307-68.3% | $143,757-63.1% | $134,475-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.90% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $15,971 | $5,619+184.2% | $4,951+222.6% | $4,740+237.0% |
| Participant deferral / active EE | $7,351 | $6,446+14.1% | $5,637+30.4% | $6,400+14.9% |
| Admin fee / account holder | $16 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |