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 | $16,615 | $95,862-82.7% | $79,550-79.1% | $134,475-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.17% | -2.69%-17.5pp | 0.16%-20.3pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,017 | $3,128-35.5% | $2,413-16.4% | $4,740-57.4% |
| Participant deferral / active EE | $2,516 | $4,693-46.4% | $3,985-36.9% | $6,400-60.7% |
| Admin fee / account holder | $88 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |