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 7-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 | $21,747 | $100,754-78.4% | $86,677-74.9% | $134,475-83.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.17% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,788 | $3,489+37.2% | $2,836+68.8% | $4,740+1.0% |
| Participant deferral / active EE | $5,062 | $5,338-5.2% | $4,656+8.7% | $6,400-20.9% |
| Admin fee / account holder | $30 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |