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 | $15,668 | $93,024-83.2% | $77,024-79.7% | $134,475-88.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.74% | 62.60%-77.3pp | 42.32%-57.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,063 | $3,418-39.6% | $2,812-26.6% | $4,740-56.5% |
| Participant deferral / active EE | $7,669 | $5,238+46.4% | $4,426+73.3% | $6,400+19.8% |
| Admin fee / account holder | $271 | $6,944-96.1% | $5,425-95.0% | $11,426-97.6% |