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 4-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 | $27,937 | $99,640-72.0% | $86,436-67.7% | $134,475-79.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.59% | 6782.58%-6801.2pp | 4394.89%-4413.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $11,056 | $4,400+151.2% | $3,769+193.4% | $4,740+133.3% |
| Participant deferral / active EE | $4,685 | $7,246-35.3% | $6,952-32.6% | $6,400-26.8% |
| Admin fee / account holder | $114 | $8,371-98.6% | $6,731-98.3% | $11,426-99.0% |