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 | $96,222 | $95,862+0.4% | $79,550+21.0% | $134,475-28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.60% | -2.69%-11.9pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $19,401 | $3,128+520.2% | $2,413+704.0% | $4,740+309.3% |
| Participant deferral / active EE | $14,382 | $4,693+206.5% | $3,985+260.9% | $6,400+124.7% |
| Admin fee / account holder | -$45 | $9,126-100.5% | $6,832-100.7% | $11,426-100.4% |