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 6-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 | $32,325 | $93,024-65.3% | $77,024-58.0% | $134,475-76.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.45% | 62.60%-77.0pp | 42.32%-56.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $12,100 | $3,418+254.0% | $2,812+330.2% | $4,740+155.3% |
| Participant deferral / active EE | $2,160 | $5,238-58.8% | $4,426-51.2% | $6,400-66.2% |
| Admin fee / account holder | $17 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |