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 | $21,423 | $69,518-69.2% | $59,878-64.2% | $135,375-84.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.34% | 7.94%-14.3pp | 3.46%-9.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,478 | $3,235-54.3% | $2,722-45.7% | $4,779-69.1% |
| Participant deferral / active EE | $9,545 | $4,206+127.0% | $3,402+180.6% | $5,609+70.2% |
| Admin fee / account holder | $105 | $5,734-98.2% | $3,590-97.1% | $10,827-99.0% |