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 10-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 | $5,670 | $84,402-93.3% | $61,373-90.8% | $134,475-95.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -17.72% | 584.55%-602.3pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $715 | $1,544-53.7% | $1,159-38.3% | $4,740-84.9% |
| Participant deferral / active EE | $1,569 | $2,819-44.3% | $2,125-26.1% | $6,400-75.5% |
| Admin fee / account holder | $94 | $2,585-96.4% | $2,130-95.6% | $11,426-99.2% |