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 3-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 | $52,158 | $90,519-42.4% | $93,789-44.4% | $134,475-61.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,975 | $4,343-8.5% | $4,323-8.0% | $4,740-16.1% |
| Participant deferral / active EE | $14,933 | $5,978+149.8% | $6,094+145.0% | $6,400+133.3% |
| Admin fee / account holder | $18 | $9,252-99.8% | $7,195-99.7% | $11,426-99.8% |