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 6-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 | $9,913 | $152,509-93.5% | $117,472-91.6% | $134,475-92.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.12% | 52.99%-72.1pp | 29.74%-48.9pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,885 | $5,571-66.2% | $4,176-54.9% | $4,740-60.2% |
| Participant deferral / active EE | $1,885 | $4,818-60.9% | $4,070-53.7% | $6,400-70.6% |
| Admin fee / account holder | $14 | $7,004-99.8% | $5,645-99.8% | $11,426-99.9% |