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 | $49,973 | $167,307-70.1% | $143,757-65.2% | $134,475-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.36% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,268 | $5,619-41.8% | $4,951-34.0% | $4,740-31.0% |
| Participant deferral / active EE | $11,044 | $6,446+71.3% | $5,637+95.9% | $6,400+72.6% |
| Admin fee / account holder | $271 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |