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 | $12,151 | $88,594-86.3% | $70,092-82.7% | $134,475-91.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.65% | 442.67%-460.3pp | 190.73%-208.4pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,312 | $3,233-59.4% | $2,559-48.7% | $4,740-72.3% |
| Participant deferral / active EE | $1,621 | $4,772-66.0% | $3,849-57.9% | $6,400-74.7% |
| Admin fee / account holder | $286 | $10,441-97.3% | $6,267-95.4% | $11,426-97.5% |