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 | $23,023 | $90,600-74.6% | $79,464-71.0% | $135,375-83.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.31% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,239 | $3,068-59.6% | $2,800-55.8% | $4,779-74.1% |
| Participant deferral / active EE | $1,852 | $4,050-54.3% | $3,704-50.0% | $5,609-67.0% |
| Admin fee / account holder | $150 | $5,907-97.5% | $5,113-97.1% | $10,827-98.6% |