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 | $1,977 | $84,402-97.7% | $61,373-96.8% | $134,475-98.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.17% | 584.55%-605.7pp | 338.61%-359.8pp | 417.96%-439.1pp |
| Employer contribution / active EE | $337 | $1,544-78.2% | $1,159-70.9% | $4,740-92.9% |
| Participant deferral / active EE | $525 | $2,819-81.4% | $2,125-75.3% | $6,400-91.8% |
| Admin fee / account holder | $211 | $2,585-91.8% | $2,130-90.1% | $11,426-98.2% |