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 | $18,598 | $95,862-80.6% | $79,550-76.6% | $134,475-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.96% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,313 | $3,128+133.8% | $2,413+203.0% | $4,740+54.3% |
| Participant deferral / active EE | $4,197 | $4,693-10.6% | $3,985+5.3% | $6,400-34.4% |
| Admin fee / account holder | $4 | $9,126-100.0% | $6,832-99.9% | $11,426-100.0% |