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 | $11,778 | $99,640-88.2% | $86,436-86.4% | $134,475-91.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.88% | 6782.58%-6801.5pp | 4394.89%-4413.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,379 | $4,400-68.7% | $3,769-63.4% | $4,740-70.9% |
| Participant deferral / active EE | $2,640 | $7,246-63.6% | $6,952-62.0% | $6,400-58.7% |
| Admin fee / account holder | $54 | $8,371-99.4% | $6,731-99.2% | $11,426-99.5% |