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 4-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 | $16,873 | $84,402-80.0% | $61,373-72.5% | $134,475-87.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.61% | 584.55%-606.2pp | 338.61%-360.2pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,365 | $1,544+53.1% | $1,159+104.0% | $4,740-50.1% |
| Participant deferral / active EE | $3,548 | $2,819+25.9% | $2,125+67.0% | $6,400-44.6% |
| Admin fee / account holder | $65 | $2,585-97.5% | $2,130-96.9% | $11,426-99.4% |