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 | $29,576 | $167,307-82.3% | $143,757-79.4% | $134,475-78.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,380 | $5,619-75.4% | $4,951-72.1% | $4,740-70.9% |
| Participant deferral / active EE | $9,861 | $6,446+53.0% | $5,637+74.9% | $6,400+54.1% |
| Admin fee / account holder | $15 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |