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 7-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 | $16,468 | $152,509-89.2% | $117,472-86.0% | $134,475-87.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.98% | 52.99%-62.0pp | 29.74%-38.7pp | 417.96%-426.9pp |
| Employer contribution / active EE | $564 | $5,571-89.9% | $4,176-86.5% | $4,740-88.1% |
| Participant deferral / active EE | $2,254 | $4,818-53.2% | $4,070-44.6% | $6,400-64.8% |
| Admin fee / account holder | $60 | $7,004-99.1% | $5,645-98.9% | $11,426-99.5% |