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 | $3,189 | $84,402-96.2% | $61,373-94.8% | $134,475-97.6% |
| Participation rate | 92.9% | 62.2%+30.7pp | 52.6%+40.3pp | 81.2%+11.6pp |
| Annual return | -20.48% | 584.55%-605.0pp | 338.61%-359.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $148 | $1,544-90.4% | $1,159-87.3% | $4,740-96.9% |
| Participant deferral / active EE | $1,740 | $2,819-38.3% | $2,125-18.1% | $6,400-72.8% |
| Admin fee / account holder | $8 | $2,585-99.7% | $2,130-99.6% | $11,426-99.9% |