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 | $11,806 | $90,519-87.0% | $93,789-87.4% | $134,475-91.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,541 | $4,343-41.5% | $4,323-41.2% | $4,740-46.4% |
| Participant deferral / active EE | $3,480 | $5,978-41.8% | $6,094-42.9% | $6,400-45.6% |
| Admin fee / account holder | $8 | $9,252-99.9% | $7,195-99.9% | $11,426-99.9% |