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 | $46,882 | $100,754-53.5% | $86,677-45.9% | $134,475-65.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.64% | 29.04%-45.7pp | 35.91%-52.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,450 | $3,489-58.4% | $2,836-48.9% | $4,740-69.4% |
| Participant deferral / active EE | $4,970 | $5,338-6.9% | $4,656+6.8% | $6,400-22.3% |
| Admin fee / account holder | $263 | $10,926-97.6% | $7,493-96.5% | $11,426-97.7% |