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 | $18,821 | $138,044-86.4% | $125,339-85.0% | $134,475-86.0% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -10.20% | 750.33%-760.5pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,407 | $5,243-73.2% | $4,814-70.8% | $4,740-70.3% |
| Participant deferral / active EE | $4,832 | $7,799-38.0% | $7,446-35.1% | $6,400-24.5% |
| Admin fee / account holder | $21 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |