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 | $19,432 | $167,307-88.4% | $143,757-86.5% | $134,475-85.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.90% | 0.46%-13.4pp | -0.04%-12.9pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,972 | $5,619-64.9% | $4,951-60.2% | $4,740-58.4% |
| Participant deferral / active EE | $2,354 | $6,446-63.5% | $5,637-58.2% | $6,400-63.2% |
| Admin fee / account holder | $44 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |