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 10-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 | $14,494 | $69,518-79.1% | $59,878-75.8% | $135,375-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.63% | 7.94%-13.6pp | 3.46%-9.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,213 | $3,235-62.5% | $2,722-55.4% | $4,779-74.6% |
| Participant deferral / active EE | $1,292 | $4,206-69.3% | $3,402-62.0% | $5,609-77.0% |
| Admin fee / account holder | $196 | $5,734-96.6% | $3,590-94.5% | $10,827-98.2% |