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 7-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 | $57,763 | $95,862-39.7% | $79,550-27.4% | $134,475-57.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.23% | -2.69%-16.5pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,440 | $3,128-54.0% | $2,413-40.3% | $4,740-69.6% |
| Participant deferral / active EE | $3,600 | $4,693-23.3% | $3,985-9.7% | $6,400-43.7% |
| Admin fee / account holder | $263 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |