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 4-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 | $85,584 | $167,307-48.8% | $143,757-40.5% | $134,475-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | 0.46%-19.8pp | -0.04%-19.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,626 | $5,619-71.1% | $4,951-67.2% | $4,740-65.7% |
| Participant deferral / active EE | $8,500 | $6,446+31.9% | $5,637+50.8% | $6,400+32.8% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |