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 | $29,983 | $84,402-64.5% | $61,373-51.1% | $134,475-77.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -15.39% | 584.55%-599.9pp | 338.61%-354.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,968 | $1,544+27.4% | $1,159+69.7% | $4,740-58.5% |
| Participant deferral / active EE | $2,460 | $2,819-12.7% | $2,125+15.8% | $6,400-61.6% |
| Admin fee / account holder | $198 | $2,585-92.4% | $2,130-90.7% | $11,426-98.3% |