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 | $39,797 | $99,640-60.1% | $86,436-54.0% | $134,475-70.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.78% | 6782.58%-6800.4pp | 4394.89%-4412.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $10,177 | $4,400+131.3% | $3,769+170.0% | $4,740+114.7% |
| Participant deferral / active EE | $9,750 | $7,246+34.6% | $6,952+40.3% | $6,400+52.4% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |