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 | $28,120 | $142,344-80.2% | $119,609-76.5% | $134,475-79.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | -12.44%-5.9pp | -14.97%-3.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,232 | $5,222-76.4% | $4,232-70.9% | $4,740-74.0% |
| Participant deferral / active EE | $2,521 | $6,469-61.0% | $5,602-55.0% | $6,400-60.6% |
| Admin fee / account holder | $9 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |