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 7-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 | $18,327 | $67,331-72.8% | $60,874-69.9% | $134,475-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.77% | 49.93%-69.7pp | 16.90%-36.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $3,221 | $3,096+4.0% | $2,701+19.2% | $4,740-32.0% |
| Participant deferral / active EE | $6,875 | $4,538+51.5% | $3,817+80.1% | $6,400+7.4% |
| Admin fee / account holder | $274 | $4,582-94.0% | $3,224-91.5% | $11,426-97.6% |