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 | $10,877 | $90,600-88.0% | $79,464-86.3% | $135,375-92.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.58% | 977.43%-984.0pp | 718.14%-724.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,843 | $3,068-39.9% | $2,800-34.2% | $4,779-61.4% |
| Participant deferral / active EE | $3,130 | $4,050-22.7% | $3,704-15.5% | $5,609-44.2% |
| Admin fee / account holder | $61 | $5,907-99.0% | $5,113-98.8% | $10,827-99.4% |