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 | $17,310 | $82,286-79.0% | $68,791-74.8% | $134,475-87.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 75.47% | -2.19%+77.7pp | -6.38%+81.8pp | 417.96%-342.5pp |
| Employer contribution / active EE | $1,535 | $3,301-53.5% | $2,655-42.2% | $4,740-67.6% |
| Participant deferral / active EE | $8,082 | $4,739+70.6% | $3,941+105.1% | $6,400+26.3% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |