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 | $10,792 | $92,703-88.4% | $82,719-87.0% | $134,475-92.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.28% | 944.92%-963.2pp | 701.18%-719.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $487 | $3,274-85.1% | $3,009-83.8% | $4,740-89.7% |
| Participant deferral / active EE | $3,876 | $4,802-19.3% | $4,395-11.8% | $6,400-39.4% |
| Admin fee / account holder | $19 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |