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 10-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 | $24,866 | $138,065-82.0% | $123,544-79.9% | $135,375-81.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.19% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,028 | $5,151-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $14,550 | $6,799+114.0% | $6,426+126.4% | $5,609+159.4% |
| Admin fee / account holder | $1 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |