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 | $10,852 | $92,703-88.3% | $82,719-86.9% | $134,475-91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.41% | 944.92%-965.3pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $906 | $3,274-72.3% | $3,009-69.9% | $4,740-80.9% |
| Participant deferral / active EE | $3,621 | $4,802-24.6% | $4,395-17.6% | $6,400-43.4% |
| Admin fee / account holder | $121 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |