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 10-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 | $28,198 | $93,024-69.7% | $77,024-63.4% | $134,475-79.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.82% | 62.60%-82.4pp | 42.32%-62.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,689 | $3,418+37.2% | $2,812+66.7% | $4,740-1.1% |
| Participant deferral / active EE | $9,893 | $5,238+88.9% | $4,426+123.5% | $6,400+54.6% |
| Admin fee / account holder | $21 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |