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 | $17,318 | $84,402-79.5% | $61,373-71.8% | $134,475-87.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.04% | 584.55%-602.6pp | 338.61%-356.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $675 | $1,544-56.3% | $1,159-41.8% | $4,740-85.8% |
| Participant deferral / active EE | $855 | $2,819-69.7% | $2,125-59.7% | $6,400-86.6% |
| Admin fee / account holder | $206 | $2,585-92.0% | $2,130-90.3% | $11,426-98.2% |