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 | $13,196 | $90,600-85.4% | $79,464-83.4% | $135,375-90.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.99% | 977.43%-985.4pp | 718.14%-726.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,377 | $3,068+75.3% | $2,800+92.0% | $4,779+12.5% |
| Participant deferral / active EE | $1,695 | $4,050-58.2% | $3,704-54.2% | $5,609-69.8% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |