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 | $19,895 | $167,307-88.1% | $143,757-86.2% | $134,475-85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.33% | 0.46%-15.8pp | -0.04%-15.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $6,814 | $5,619+21.3% | $4,951+37.6% | $4,740+43.8% |
| Participant deferral / active EE | $6,389 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |