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 8-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 | $17,556 | $88,594-80.2% | $70,092-75.0% | $134,475-86.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.91% | 442.67%-460.6pp | 190.73%-208.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $715 | $3,233-77.9% | $2,559-72.1% | $4,740-84.9% |
| Participant deferral / active EE | $1,439 | $4,772-69.9% | $3,849-62.6% | $6,400-77.5% |
| Admin fee / account holder | $132 | $10,441-98.7% | $6,267-97.9% | $11,426-98.8% |