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 10-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 | $9,993 | $84,402-88.2% | $61,373-83.7% | $134,475-92.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.14% | 584.55%-603.7pp | 338.61%-357.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $3,958 | $1,544+156.3% | $1,159+241.4% | $4,740-16.5% |
| Participant deferral / active EE | $3,322 | $2,819+17.9% | $2,125+56.3% | $6,400-48.1% |
| Admin fee / account holder | $184 | $2,585-92.9% | $2,130-91.4% | $11,426-98.4% |