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 | $58,881 | $92,703-36.5% | $82,719-28.8% | $134,475-56.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.76% | 944.92%-962.7pp | 701.18%-718.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,440 | $3,274-25.5% | $3,009-18.9% | $4,740-48.5% |
| Participant deferral / active EE | $8,856 | $4,802+84.4% | $4,395+101.5% | $6,400+38.4% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |