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 | $40,906 | $100,754-59.4% | $86,677-52.8% | $134,475-69.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.00% | 29.04%-48.0pp | 35.91%-54.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,617 | $3,489-53.7% | $2,836-43.0% | $4,740-65.9% |
| Participant deferral / active EE | $2,373 | $5,338-55.5% | $4,656-49.0% | $6,400-62.9% |
| Admin fee / account holder | $20 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |