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 | $42,923 | $67,214-36.1% | $61,491-30.2% | $134,475-68.1% |
| Participation rate | 75.0% | 83.7%-8.7pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.51% | -12.08%-7.4pp | -12.98%-6.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,493 | $6,103+22.8% | $5,188+44.4% | $6,400+17.1% |
| Admin fee / account holder | $256 | $4,610-94.5% | $4,312-94.1% | $11,426-97.8% |