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 5-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 | $38,029 | $100,754-62.3% | $86,677-56.1% | $134,475-71.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.09% | 29.04%-34.1pp | 35.91%-41.0pp | 417.96%-423.1pp |
| Employer contribution / active EE | $17,513 | $3,489+401.9% | $2,836+517.4% | $4,740+269.5% |
| Participant deferral / active EE | $8,583 | $5,338+60.8% | $4,656+84.4% | $6,400+34.1% |
| Admin fee / account holder | $86 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |