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 | $29,969 | $133,958-77.6% | $112,228-73.3% | $134,475-77.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.49% | 47.11%-60.6pp | 27.45%-40.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $9,575 | $4,038+137.1% | $3,635+163.5% | $4,740+102.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $187 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |