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 6-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 | $33,009 | $99,640-66.9% | $86,436-61.8% | $134,475-75.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $13,073 | $4,400+197.1% | $3,769+246.9% | $4,740+175.8% |
| Participant deferral / active EE | $7,191 | $7,246-0.8% | $6,952+3.4% | $6,400+12.4% |
| Admin fee / account holder | $175 | $8,371-97.9% | $6,731-97.4% | $11,426-98.5% |