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 | $16,353 | $87,705-81.4% | $63,517-74.3% | $125,391-87.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.45% | 21.70%-24.1pp | -70.30%+67.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,969 | $3,601-45.3% | $2,322-15.2% | $4,866-59.5% |
| Participant deferral / active EE | $5,468 | $3,939+38.8% | $2,953+85.2% | $5,352+2.2% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |