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 | $24,111 | $133,958-82.0% | $112,228-78.5% | $134,475-82.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.25% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,224 | $4,038+4.6% | $3,635+16.2% | $4,740-10.9% |
| Participant deferral / active EE | $8,672 | $5,291+63.9% | $4,728+83.4% | $6,400+35.5% |
| Admin fee / account holder | $46 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |