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 8-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 | $16,796 | $92,703-81.9% | $82,719-79.7% | $134,475-87.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.85% | 944.92%-964.8pp | 701.18%-721.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,554 | $3,274-52.5% | $3,009-48.4% | $4,740-67.2% |
| Participant deferral / active EE | $5,749 | $4,802+19.7% | $4,395+30.8% | $6,400-10.2% |
| Admin fee / account holder | $130 | $5,983-97.8% | $5,329-97.6% | $11,426-98.9% |