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 7-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 | $27,856 | $99,640-72.0% | $86,436-67.8% | $134,475-79.3% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -20.59% | 6782.58%-6803.2pp | 4394.89%-4415.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,267 | $4,400-3.0% | $3,769+13.2% | $4,740-10.0% |
| Participant deferral / active EE | $7,374 | $7,246+1.8% | $6,952+6.1% | $6,400+15.2% |
| Admin fee / account holder | $31 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |