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 9-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 | $30,051 | $69,518-56.8% | $59,878-49.8% | $135,375-77.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.01% | 7.94%-17.0pp | 3.46%-12.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,827 | $3,235-12.6% | $2,722+3.9% | $4,779-40.8% |
| Participant deferral / active EE | $9,342 | $4,206+122.1% | $3,402+174.6% | $5,609+66.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |