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 | $11,963 | $95,862-87.5% | $79,550-85.0% | $134,475-91.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.40% | -2.69%-15.7pp | 0.16%-18.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,985 | $3,128-4.6% | $2,413+23.7% | $4,740-37.0% |
| Participant deferral / active EE | $1,866 | $4,693-60.2% | $3,985-53.2% | $6,400-70.8% |
| Admin fee / account holder | $277 | $9,126-97.0% | $6,832-95.9% | $11,426-97.6% |