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 | $17,286 | $92,703-81.4% | $82,719-79.1% | $134,475-87.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.28% | 944.92%-954.2pp | 701.18%-710.5pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,569 | $3,274-52.1% | $3,009-47.9% | $4,740-66.9% |
| Participant deferral / active EE | $2,940 | $4,802-38.8% | $4,395-33.1% | $6,400-54.1% |
| Admin fee / account holder | $147 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |