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 | $29,806 | $95,862-68.9% | $79,550-62.5% | $134,475-77.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.50% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,074 | $3,128-33.7% | $2,413-14.1% | $4,740-56.2% |
| Participant deferral / active EE | $8,200 | $4,693+74.7% | $3,985+105.8% | $6,400+28.1% |
| Admin fee / account holder | $189 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |