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 | $6,712 | $93,024-92.8% | $77,024-91.3% | $134,475-95.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.58% | 62.60%-82.2pp | 42.32%-61.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,476 | $3,418-56.8% | $2,812-47.5% | $4,740-68.9% |
| Participant deferral / active EE | $2,625 | $5,238-49.9% | $4,426-40.7% | $6,400-59.0% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |