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 | $8,041 | $92,703-91.3% | $82,719-90.3% | $134,475-94.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.89% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,006 | $3,274-69.3% | $3,009-66.6% | $4,740-78.8% |
| Participant deferral / active EE | $1,642 | $4,802-65.8% | $4,395-62.6% | $6,400-74.3% |
| Admin fee / account holder | $36 | $5,983-99.4% | $5,329-99.3% | $11,426-99.7% |