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 | $14,549 | $123,918-88.3% | $108,884-86.6% | $135,375-89.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | -7.51% | 0.89%-8.4pp | -0.99%-6.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $4,313-100.0% | $3,750-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,435 | $6,949-50.6% | $6,178-44.4% | $5,609-38.8% |
| Admin fee / account holder | $4 | $8,592-100.0% | $7,560-99.9% | $10,827-100.0% |