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 | $28,723 | $92,703-69.0% | $82,719-65.3% | $134,475-78.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.00% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,661 | $3,274-49.3% | $3,009-44.8% | $4,740-65.0% |
| Participant deferral / active EE | $2,282 | $4,802-52.5% | $4,395-48.1% | $6,400-64.3% |
| Admin fee / account holder | $165 | $5,983-97.2% | $5,329-96.9% | $11,426-98.6% |