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 | $13,200 | $133,958-90.1% | $112,228-88.2% | $134,475-90.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.57% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,989 | $4,038-26.0% | $3,635-17.8% | $4,740-36.9% |
| Participant deferral / active EE | $4,709 | $5,291-11.0% | $4,728-0.4% | $6,400-26.4% |
| Admin fee / account holder | $172 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |