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 | $21,278 | $82,664-74.3% | $125,339-83.0% | $68,494-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -0.67% | -5.97%+5.3pp | 572.05%-572.7pp | -7.84%+7.2pp |
| Employer contribution / active EE | $7,429 | $3,381+119.7% | $4,814+54.3% | $2,596+186.2% |
| Participant deferral / active EE | $5,413 | $6,110-11.4% | $7,446-27.3% | $4,027+34.4% |
| Admin fee / account holder | $206 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |