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 | $8,426 | $92,703-90.9% | $82,719-89.8% | $134,475-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.24% | 944.92%-965.2pp | 701.18%-721.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $699 | $3,274-78.7% | $3,009-76.8% | $4,740-85.3% |
| Participant deferral / active EE | $3,636 | $4,802-24.3% | $4,395-17.3% | $6,400-43.2% |
| Admin fee / account holder | $68 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |