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 | $25,457 | $167,307-84.8% | $143,757-82.3% | $134,475-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,357 | $5,619-75.8% | $4,951-72.6% | $4,740-71.4% |
| Participant deferral / active EE | $4,950 | $6,446-23.2% | $5,637-12.2% | $6,400-22.7% |
| Admin fee / account holder | $200 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |