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 5-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 | $10,748 | $67,331-84.0% | $60,874-82.3% | $134,475-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.25% | 49.93%-63.2pp | 16.90%-30.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $957 | $3,096-69.1% | $2,701-64.6% | $4,740-79.8% |
| Participant deferral / active EE | $1,422 | $4,538-68.7% | $3,817-62.7% | $6,400-77.8% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |