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 | $11,931 | $133,958-91.1% | $112,228-89.4% | $134,475-91.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.41% | 47.11%-57.5pp | 27.45%-37.9pp | 417.96%-428.4pp |
| Employer contribution / active EE | $1,875 | $4,038-53.6% | $3,635-48.4% | $4,740-60.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $93 | $7,489-98.8% | $6,410-98.5% | $11,426-99.2% |