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 | $12,546 | $152,509-91.8% | $117,472-89.3% | $134,475-90.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.77% | 52.99%-72.8pp | 29.74%-49.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,402 | $5,571-74.8% | $4,176-66.4% | $4,740-70.4% |
| Participant deferral / active EE | $1,402 | $4,818-70.9% | $4,070-65.6% | $6,400-78.1% |
| Admin fee / account holder | $53 | $7,004-99.2% | $5,645-99.1% | $11,426-99.5% |