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 8-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 | $8,581 | $92,703-90.7% | $82,719-89.6% | $134,475-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.43% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,065 | $3,274-67.5% | $3,009-64.6% | $4,740-77.5% |
| Participant deferral / active EE | $1,729 | $4,802-64.0% | $4,395-60.7% | $6,400-73.0% |
| Admin fee / account holder | $45 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |