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 | $30,681 | $92,703-66.9% | $82,719-62.9% | $134,475-77.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.61% | 944.92%-961.5pp | 701.18%-717.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,170 | $3,274-64.3% | $3,009-61.1% | $4,740-75.3% |
| Participant deferral / active EE | $3,481 | $4,802-27.5% | $4,395-20.8% | $6,400-45.6% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |