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 | $11,994 | $92,703-87.1% | $82,719-85.5% | $134,475-91.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -10.69% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,833 | $3,274-44.0% | $3,009-39.1% | $4,740-61.3% |
| Participant deferral / active EE | $1,841 | $4,802-61.7% | $4,395-58.1% | $6,400-71.2% |
| Admin fee / account holder | $100 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |