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 6-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 | $15,913 | $45,863-65.3% | $77,024-79.3% | $68,494-76.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.12% | 1.72%-14.8pp | 42.32%-55.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,792 | $1,650+69.3% | $2,812-0.7% | $2,596+7.5% |
| Participant deferral / active EE | $6,341 | $2,962+114.1% | $4,426+43.2% | $4,027+57.4% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.7% | $5,403-99.7% |