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 | $41,131 | $82,286-50.0% | $68,791-40.2% | $134,475-69.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.85% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,119 | $3,301+55.1% | $2,655+92.8% | $4,740+8.0% |
| Participant deferral / active EE | $15,650 | $4,739+230.3% | $3,941+297.1% | $6,400+144.5% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |