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 | $18,258 | $88,594-79.4% | $70,092-74.0% | $134,475-86.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.57% | 442.67%-460.2pp | 190.73%-208.3pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,221 | $3,233-31.3% | $2,559-13.2% | $4,740-53.1% |
| Participant deferral / active EE | $5,310 | $4,772+11.3% | $3,849+38.0% | $6,400-17.0% |
| Admin fee / account holder | $83 | $10,441-99.2% | $6,267-98.7% | $11,426-99.3% |