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 | $34,951 | $87,540-60.1% | $75,781-53.9% | $125,391-72.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,440 | $3,930-63.4% | $3,323-56.7% | $4,866-70.4% |
| Participant deferral / active EE | $3,600 | $4,229-14.9% | $3,651-1.4% | $5,352-32.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |