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 | $16,101 | $46,674-65.5% | $117,472-86.3% | $68,494-76.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.27% | -14.52%-0.8pp | 29.74%-45.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,415 | $1,505-6.0% | $4,176-66.1% | $2,596-45.5% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $96 | $4,020-97.6% | $5,645-98.3% | $5,403-98.2% |