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 | $19,029 | $84,695-77.5% | $73,843-74.2% | $125,391-84.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.01% | 3123.53%-3126.5pp | 2267.84%-2270.9pp | 282.22%-285.2pp |
| Employer contribution / active EE | $2,028 | $3,123-35.1% | $2,787-27.3% | $4,866-58.3% |
| Participant deferral / active EE | $1,620 | $3,992-59.4% | $3,583-54.8% | $5,352-69.7% |
| Admin fee / account holder | $191 | $5,691-96.6% | $4,880-96.1% | $9,540-98.0% |