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 9-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 | $9,426 | $88,594-89.4% | $70,092-86.6% | $134,475-93.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.95% | 442.67%-458.6pp | 190.73%-206.7pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,436 | $3,233-55.6% | $2,559-43.9% | $4,740-69.7% |
| Participant deferral / active EE | $2,383 | $4,772-50.1% | $3,849-38.1% | $6,400-62.8% |
| Admin fee / account holder | $14 | $10,441-99.9% | $6,267-99.8% | $11,426-99.9% |