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 | $27,386 | $76,000-64.0% | $154,107-82.2% | $64,186-57.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.85% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,323 | $3,351-0.8% | $5,298-37.3% | $2,381+39.6% |
| Participant deferral / active EE | $1,379 | $3,175-56.6% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $43 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |