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 | $23,679 | $99,640-76.2% | $86,436-72.6% | $134,475-82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.22% | 6782.58%-6802.8pp | 4394.89%-4415.1pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,990 | $4,400-54.8% | $3,769-47.2% | $4,740-58.0% |
| Participant deferral / active EE | $4,789 | $7,246-33.9% | $6,952-31.1% | $6,400-25.2% |
| Admin fee / account holder | $11 | $8,371-99.9% | $6,731-99.8% | $11,426-99.9% |