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 | $13,279 | $95,862-86.1% | $79,550-83.3% | $134,475-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.18% | -2.69%-16.5pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,732 | $3,128-44.6% | $2,413-28.2% | $4,740-63.5% |
| Participant deferral / active EE | $1,801 | $4,693-61.6% | $3,985-54.8% | $6,400-71.9% |
| Admin fee / account holder | $139 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |