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 | $34,436 | $167,307-79.4% | $143,757-76.0% | $134,475-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.37% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,306 | $5,619-59.0% | $4,951-53.4% | $4,740-51.3% |
| Participant deferral / active EE | $7,669 | $6,446+19.0% | $5,637+36.0% | $6,400+19.8% |
| Admin fee / account holder | $154 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |