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 5-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 | $14,448 | $67,331-78.5% | $60,874-76.3% | $134,475-89.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 49.93%-67.4pp | 16.90%-34.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $746 | $3,096-75.9% | $2,701-72.4% | $4,740-84.3% |
| Participant deferral / active EE | $7,572 | $4,538+66.8% | $3,817+98.4% | $6,400+18.3% |
| Admin fee / account holder | $112 | $4,582-97.6% | $3,224-96.5% | $11,426-99.0% |