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 | $47,724 | $105,860-54.9% | $90,749-47.4% | $134,475-64.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.61% | -11.01%+0.4pp | -12.16%+1.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,348 | $3,462-32.2% | $2,921-19.6% | $4,740-50.5% |
| Participant deferral / active EE | $4,014 | $5,216-23.0% | $4,564-12.0% | $6,400-37.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |