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 | $26,173 | $90,600-71.1% | $79,464-67.1% | $135,375-80.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $12,500 | $3,068+307.4% | $2,800+346.4% | $4,779+161.6% |
| Participant deferral / active EE | $7,553 | $4,050+86.5% | $3,704+103.9% | $5,609+34.7% |
| Admin fee / account holder | $251 | $5,907-95.8% | $5,113-95.1% | $10,827-97.7% |