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 8-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 | $38,361 | $142,344-73.1% | $119,609-67.9% | $134,475-71.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.55% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,846 | $5,222-26.3% | $4,232-9.1% | $4,740-18.9% |
| Participant deferral / active EE | $6,413 | $6,469-0.9% | $5,602+14.5% | $6,400+0.2% |
| Admin fee / account holder | $17 | $13,584-99.9% | $10,323-99.8% | $11,426-99.9% |