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 | $27,254 | $117,690-76.8% | $71,735-62.0% | $134,475-79.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -16.47% | 25.44%-41.9pp | 9.14%-25.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,571 | $2,525-37.8% | $1,704-7.8% | $4,740-66.9% |
| Participant deferral / active EE | $6,011 | $3,759+59.9% | $2,658+126.2% | $6,400-6.1% |
| Admin fee / account holder | $66 | $6,379-99.0% | $3,974-98.3% | $11,426-99.4% |