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 | $11,141 | $88,594-87.4% | $70,092-84.1% | $134,475-91.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.84% | 442.67%-461.5pp | 190.73%-209.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,212 | $3,233-31.6% | $2,559-13.5% | $4,740-53.3% |
| Participant deferral / active EE | $3,480 | $4,772-27.1% | $3,849-9.6% | $6,400-45.6% |
| Admin fee / account holder | $126 | $10,441-98.8% | $6,267-98.0% | $11,426-98.9% |