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 | $7,078 | $117,690-94.0% | $71,735-90.1% | $134,475-94.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | 25.44%-44.3pp | 9.14%-28.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,633 | $2,525-35.3% | $1,704-4.2% | $4,740-65.6% |
| Participant deferral / active EE | $1,633 | $3,759-56.6% | $2,658-38.6% | $6,400-74.5% |
| Admin fee / account holder | $32 | $6,379-99.5% | $3,974-99.2% | $11,426-99.7% |