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 | $40,847 | $99,640-59.0% | $86,436-52.7% | $134,475-69.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.55% | 6782.58%-6803.1pp | 4394.89%-4415.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $16,754 | $4,400+280.7% | $3,769+344.6% | $4,740+253.5% |
| Participant deferral / active EE | $20,422 | $7,246+181.8% | $6,952+193.8% | $6,400+219.1% |
| Admin fee / account holder | $32 | $8,371-99.6% | $6,731-99.5% | $11,426-99.7% |