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 | $7,252 | $93,024-92.2% | $77,024-90.6% | $134,475-94.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.23% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,895 | $3,418+43.2% | $2,812+74.1% | $4,740+3.3% |
| Participant deferral / active EE | $1,367 | $5,238-73.9% | $4,426-69.1% | $6,400-78.6% |
| Admin fee / account holder | $55 | $6,944-99.2% | $5,425-99.0% | $11,426-99.5% |