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 7-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 | $21,389 | $54,350-60.6% | $82,719-74.1% | $68,494-68.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.89% | -13.67%+0.8pp | 701.18%-714.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,707 | $2,218-23.0% | $3,009-43.3% | $2,596-34.3% |
| Participant deferral / active EE | $3,299 | $3,246+1.6% | $4,395-24.9% | $4,027-18.1% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |