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 | $24,720 | $99,640-75.2% | $86,436-71.4% | $134,475-81.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.58% | 6782.58%-6802.2pp | 4394.89%-4414.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,896 | $4,400-34.2% | $3,769-23.2% | $4,740-38.9% |
| Participant deferral / active EE | $5,792 | $7,246-20.1% | $6,952-16.7% | $6,400-9.5% |
| Admin fee / account holder | $35 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |