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 | $18,498 | $93,024-80.1% | $77,024-76.0% | $134,475-86.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.61% | 62.60%-81.2pp | 42.32%-60.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $975 | $3,418-71.5% | $2,812-65.3% | $4,740-79.4% |
| Participant deferral / active EE | $4,737 | $5,238-9.6% | $4,426+7.0% | $6,400-26.0% |
| Admin fee / account holder | $209 | $6,944-97.0% | $5,425-96.1% | $11,426-98.2% |