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 | $26,817 | $105,860-74.7% | $90,749-70.4% | $134,475-80.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.47% | -11.01%-8.5pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,702 | $3,462-50.9% | $2,921-41.7% | $4,740-64.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $156 | $13,938-98.9% | $8,445-98.2% | $11,426-98.6% |