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 7-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 | $33,728 | $99,640-66.1% | $86,436-61.0% | $134,475-74.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.19% | 6782.58%-6794.8pp | 4394.89%-4407.1pp | 417.96%-430.2pp |
| Employer contribution / active EE | $1,682 | $4,400-61.8% | $3,769-55.4% | $4,740-64.5% |
| Participant deferral / active EE | $10,572 | $7,246+45.9% | $6,952+52.1% | $6,400+65.2% |
| Admin fee / account holder | $156 | $8,371-98.1% | $6,731-97.7% | $11,426-98.6% |