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 | $12,337 | $92,703-86.7% | $82,719-85.1% | $134,475-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.16% | 944.92%-964.1pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,332 | $3,274-59.3% | $3,009-55.7% | $4,740-71.9% |
| Participant deferral / active EE | $3,360 | $4,802-30.0% | $4,395-23.6% | $6,400-47.5% |
| Admin fee / account holder | $55 | $5,983-99.1% | $5,329-99.0% | $11,426-99.5% |