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 | $23,883 | $95,862-75.1% | $79,550-70.0% | $134,475-82.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.26% | -2.69%-11.6pp | 0.16%-14.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $5,000 | $3,128+59.8% | $2,413+107.2% | $4,740+5.5% |
| Participant deferral / active EE | $3,007 | $4,693-35.9% | $3,985-24.5% | $6,400-53.0% |
| Admin fee / account holder | $52 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |