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 | $44,866 | $167,307-73.2% | $143,757-68.8% | $134,475-66.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.95% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,199 | $5,619+45.9% | $4,951+65.6% | $4,740+73.0% |
| Participant deferral / active EE | $7,491 | $6,446+16.2% | $5,637+32.9% | $6,400+17.1% |
| Admin fee / account holder | $263 | $18,088-98.5% | $14,673-98.2% | $11,426-97.7% |