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 | $18,193 | $90,519-79.9% | $93,789-80.6% | $134,475-86.5% |
| 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 | $2,844 | $4,343-34.5% | $4,323-34.2% | $4,740-40.0% |
| Participant deferral / active EE | $9,443 | $5,978+57.9% | $6,094+54.9% | $6,400+47.5% |
| Admin fee / account holder | $3 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |