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 | $21,819 | $95,971-77.3% | $74,550-70.7% | $135,375-83.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.57% | 56.96%-65.5pp | 32.53%-41.1pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,396 | $2,716-11.8% | $1,961+22.2% | $4,779-49.9% |
| Participant deferral / active EE | $3,013 | $3,843-21.6% | $3,108-3.1% | $5,609-46.3% |
| Admin fee / account holder | $167 | $6,522-97.4% | $5,060-96.7% | $10,827-98.5% |