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 | $19,853 | $93,024-78.7% | $77,024-74.2% | $134,475-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.41% | 62.60%-82.0pp | 42.32%-61.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,316 | $3,418-61.5% | $2,812-53.2% | $4,740-72.2% |
| Participant deferral / active EE | $4,024 | $5,238-23.2% | $4,426-9.1% | $6,400-37.1% |
| Admin fee / account holder | $283 | $6,944-95.9% | $5,425-94.8% | $11,426-97.5% |