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 | $9,412 | $92,703-89.8% | $82,719-88.6% | $134,475-93.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 944.92%-963.4pp | 701.18%-719.6pp | 417.96%-436.4pp |
| Employer contribution / active EE | $377 | $3,274-88.5% | $3,009-87.5% | $4,740-92.0% |
| Participant deferral / active EE | $1,485 | $4,802-69.1% | $4,395-66.2% | $6,400-76.8% |
| Admin fee / account holder | $108 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |