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 | $26,188 | $138,044-81.0% | $125,339-79.1% | $134,475-80.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,375 | $5,243-73.8% | $4,814-71.4% | $4,740-71.0% |
| Participant deferral / active EE | $5,720 | $7,799-26.6% | $7,446-23.2% | $6,400-10.6% |
| Admin fee / account holder | $220 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |