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 | $40,179 | $167,307-76.0% | $143,757-72.1% | $134,475-70.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.23% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,167 | $5,619-43.6% | $4,951-36.0% | $4,740-33.2% |
| Participant deferral / active EE | $13,986 | $6,446+117.0% | $5,637+148.1% | $6,400+118.5% |
| Admin fee / account holder | $251 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |