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 10-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 | $29,421 | $90,519-67.5% | $93,789-68.6% | $134,475-78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -1.28% | -15.72%+14.4pp | -11.33%+10.1pp | 417.96%-419.2pp |
| Employer contribution / active EE | $2,152 | $4,343-50.5% | $4,323-50.2% | $4,740-54.6% |
| Participant deferral / active EE | $2,152 | $5,978-64.0% | $6,094-64.7% | $6,400-66.4% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |