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 | $16,399 | $92,703-82.3% | $82,719-80.2% | $134,475-87.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -5.43% | 944.92%-950.4pp | 701.18%-706.6pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,018 | $3,274-38.4% | $3,009-32.9% | $4,740-57.4% |
| Participant deferral / active EE | $3,753 | $4,802-21.8% | $4,395-14.6% | $6,400-41.4% |
| Admin fee / account holder | $72 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |