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 5-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 | $19,860 | $106,543-81.4% | $91,220-78.2% | $134,475-85.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -3.19% | 160.60%-163.8pp | 114.01%-117.2pp | 417.96%-421.2pp |
| Employer contribution / active EE | $1,489 | $3,331-55.3% | $2,850-47.8% | $4,740-68.6% |
| Participant deferral / active EE | $3,429 | $4,719-27.3% | $4,234-19.0% | $6,400-46.4% |
| Admin fee / account holder | $27 | $6,231-99.6% | $5,420-99.5% | $11,426-99.8% |