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 | $8,003 | $92,703-91.4% | $82,719-90.3% | $134,475-94.0% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -11.49% | 944.92%-956.4pp | 701.18%-712.7pp | 417.96%-429.5pp |
| Employer contribution / active EE | $1,040 | $3,274-68.2% | $3,009-65.4% | $4,740-78.1% |
| Participant deferral / active EE | $2,184 | $4,802-54.5% | $4,395-50.3% | $6,400-65.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |