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 | $25,509 | $93,024-72.6% | $77,024-66.9% | $134,475-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.35% | 62.60%-81.9pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,590 | $3,418-24.2% | $2,812-7.9% | $4,740-45.4% |
| Participant deferral / active EE | $6,873 | $5,238+31.2% | $4,426+55.3% | $6,400+7.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |