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 | $20,470 | $92,703-77.9% | $82,719-75.3% | $134,475-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.37% | 944.92%-962.3pp | 701.18%-718.6pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,853 | $3,274+17.7% | $3,009+28.1% | $4,740-18.7% |
| Participant deferral / active EE | $6,133 | $4,802+27.7% | $4,395+39.5% | $6,400-4.2% |
| Admin fee / account holder | $72 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |