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 | $79,798 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.80% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $16,245 | $5,619+189.1% | $4,951+228.1% | $4,740+242.7% |
| Participant deferral / active EE | $7,285 | $6,446+13.0% | $5,637+29.2% | $6,400+13.8% |
| Admin fee / account holder | $5 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |