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 | $26,664 | $100,754-73.5% | $86,677-69.2% | $134,475-80.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.55% | 29.04%-48.6pp | 35.91%-55.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $5,133 | $3,489+47.1% | $2,836+81.0% | $4,740+8.3% |
| Participant deferral / active EE | $4,640 | $5,338-13.1% | $4,656-0.3% | $6,400-27.5% |
| Admin fee / account holder | $19 | $10,926-99.8% | $7,493-99.8% | $11,426-99.8% |