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 | $23,805 | $133,958-82.2% | $112,228-78.8% | $134,475-82.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.75% | 47.11%-60.9pp | 27.45%-41.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,846 | $4,038-29.5% | $3,635-21.7% | $4,740-39.9% |
| Participant deferral / active EE | $7,502 | $5,291+41.8% | $4,728+58.7% | $6,400+17.2% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |