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 9-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 | $14,962 | $97,757-84.7% | $83,848-82.2% | $135,375-88.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.73% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,291 | $4,222-45.7% | $3,631-36.9% | $4,779-52.1% |
| Participant deferral / active EE | $5,462 | $4,682+16.7% | $4,082+33.8% | $5,609-2.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |