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 | $13,948 | $95,862-85.5% | $79,550-82.5% | $134,475-89.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.93% | -2.69%-15.2pp | 0.16%-18.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,928 | $3,128-38.4% | $2,413-20.1% | $4,740-59.3% |
| Participant deferral / active EE | $8,441 | $4,693+79.9% | $3,985+111.8% | $6,400+31.9% |
| Admin fee / account holder | $81 | $9,126-99.1% | $6,832-98.8% | $11,426-99.3% |