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 | $25,818 | $197,825-86.9% | $155,790-83.4% | $125,391-79.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.91% | 86.74%-88.7pp | 71.54%-73.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,716 | $4,847-64.6% | $3,836-55.3% | $4,866-64.7% |
| Participant deferral / active EE | $3,275 | $5,630-41.8% | $4,797-31.7% | $5,352-38.8% |
| Admin fee / account holder | $5 | $9,545-99.9% | $7,478-99.9% | $9,540-99.9% |