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 | $22,862 | $99,640-77.1% | $86,436-73.6% | $134,475-83.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.53% | 6782.58%-6803.1pp | 4394.89%-4415.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,763 | $4,400-14.5% | $3,769-0.2% | $4,740-20.6% |
| Participant deferral / active EE | $7,489 | $7,246+3.4% | $6,952+7.7% | $6,400+17.0% |
| Admin fee / account holder | $11 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |