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 | $16,844 | $152,509-89.0% | $117,472-85.7% | $134,475-87.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.36% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,016 | $5,571-63.8% | $4,176-51.7% | $4,740-57.5% |
| Participant deferral / active EE | $2,016 | $4,818-58.2% | $4,070-50.5% | $6,400-68.5% |
| Admin fee / account holder | $18 | $7,004-99.8% | $5,645-99.7% | $11,426-99.8% |