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 5-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 | $36,635 | $84,402-56.6% | $61,373-40.3% | $134,475-72.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.38% | 584.55%-600.9pp | 338.61%-355.0pp | 417.96%-434.3pp |
| Employer contribution / active EE | $371 | $1,544-76.0% | $1,159-68.0% | $4,740-92.2% |
| Participant deferral / active EE | $371 | $2,819-86.9% | $2,125-82.6% | $6,400-94.2% |
| Admin fee / account holder | $16 | $2,585-99.4% | $2,130-99.2% | $11,426-99.9% |