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 6-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 | $20,237 | $167,307-87.9% | $143,757-85.9% | $134,475-85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.08% | 0.46%-10.5pp | -0.04%-10.0pp | 417.96%-428.0pp |
| Employer contribution / active EE | $8,363 | $5,619+48.8% | $4,951+68.9% | $4,740+76.4% |
| Participant deferral / active EE | $9,345 | $6,446+45.0% | $5,637+65.8% | $6,400+46.0% |
| Admin fee / account holder | $51 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |