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 | $40,010 | $99,640-59.8% | $86,436-53.7% | $134,475-70.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $4,073 | $4,400-7.4% | $3,769+8.1% | $4,740-14.1% |
| Participant deferral / active EE | $6,604 | $7,246-8.9% | $6,952-5.0% | $6,400+3.2% |
| Admin fee / account holder | $54 | $8,371-99.4% | $6,731-99.2% | $11,426-99.5% |