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 | $20,499 | $92,703-77.9% | $82,719-75.2% | $134,475-84.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.08% | 944.92%-960.0pp | 701.18%-716.3pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,020 | $3,274-68.9% | $3,009-66.1% | $4,740-78.5% |
| Participant deferral / active EE | $1,079 | $4,802-77.5% | $4,395-75.5% | $6,400-83.1% |
| Admin fee / account holder | $135 | $5,983-97.7% | $5,329-97.5% | $11,426-98.8% |