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 | $28,257 | $135,635-79.2% | $110,238-74.4% | $135,375-79.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.26% | 513.19%-520.5pp | 314.74%-322.0pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,240 | $4,906-74.7% | $3,826-67.6% | $4,779-74.0% |
| Participant deferral / active EE | $5,317 | $5,506-3.4% | $4,672+13.8% | $5,609-5.2% |
| Admin fee / account holder | $159 | $11,457-98.6% | $8,547-98.1% | $10,827-98.5% |