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 9-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 | $29,468 | $92,703-68.2% | $82,719-64.4% | $134,475-78.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.27% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,506 | $3,274-23.5% | $3,009-16.7% | $4,740-47.1% |
| Participant deferral / active EE | $6,138 | $4,802+27.8% | $4,395+39.7% | $6,400-4.1% |
| Admin fee / account holder | $279 | $5,983-95.3% | $5,329-94.8% | $11,426-97.6% |