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 8-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 | $24,913 | $92,222-73.0% | $76,768-67.5% | $135,375-81.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.93% | 5.46%-8.4pp | 2.43%-5.4pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,069 | $3,216+26.5% | $2,485+63.7% | $4,779-14.8% |
| Participant deferral / active EE | $11,415 | $4,509+153.2% | $3,852+196.4% | $5,609+103.5% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |