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 | $21,585 | $82,286-73.8% | $68,791-68.6% | $134,475-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.59% | -2.19%-9.4pp | -6.38%-5.2pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,222 | $3,301-32.7% | $2,655-16.3% | $4,740-53.1% |
| Participant deferral / active EE | $3,358 | $4,739-29.1% | $3,941-14.8% | $6,400-47.5% |
| Admin fee / account holder | $284 | $6,481-95.6% | $4,932-94.2% | $11,426-97.5% |