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 | $14,743 | $95,193-84.5% | $76,523-80.7% | $135,375-89.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.13% | 4.85%-12.0pp | -0.27%-6.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,186 | $3,302-33.8% | $2,647-17.4% | $4,779-54.3% |
| Participant deferral / active EE | $3,914 | $4,639-15.6% | $3,835+2.0% | $5,609-30.2% |
| Admin fee / account holder | $92 | $6,249-98.5% | $4,848-98.1% | $10,827-99.2% |