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 7-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 | $44,854 | $92,703-51.6% | $82,719-45.8% | $134,475-66.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.54% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $8,492 | $3,274+159.4% | $3,009+182.2% | $4,740+79.2% |
| Participant deferral / active EE | $9,263 | $4,802+92.9% | $4,395+110.8% | $6,400+44.7% |
| Admin fee / account holder | $175 | $5,983-97.1% | $5,329-96.7% | $11,426-98.5% |