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 | $25,192 | $92,703-72.8% | $82,719-69.5% | $134,475-81.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.78% | 944.92%-961.7pp | 701.18%-718.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,762 | $3,274+45.5% | $3,009+58.3% | $4,740+0.5% |
| Participant deferral / active EE | $3,086 | $4,802-35.7% | $4,395-29.8% | $6,400-51.8% |
| Admin fee / account holder | $274 | $5,983-95.4% | $5,329-94.9% | $11,426-97.6% |