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 8-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 | $21,917 | $167,307-86.9% | $143,757-84.8% | $134,475-83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.79% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,937 | $5,619-65.5% | $4,951-60.9% | $4,740-59.1% |
| Participant deferral / active EE | $5,487 | $6,446-14.9% | $5,637-2.7% | $6,400-14.3% |
| Admin fee / account holder | $128 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |