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 6-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 | $36,674 | $92,703-60.4% | $82,719-55.7% | $134,475-72.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.67% | 944.92%-954.6pp | 701.18%-710.9pp | 417.96%-427.6pp |
| Employer contribution / active EE | $9,821 | $3,274+200.0% | $3,009+226.4% | $4,740+107.2% |
| Participant deferral / active EE | $6,978 | $4,802+45.3% | $4,395+58.8% | $6,400+9.0% |
| Admin fee / account holder | $85 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |