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 8-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 | $26,242 | $90,600-71.0% | $79,464-67.0% | $135,375-80.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.69% | 977.43%-987.1pp | 718.14%-727.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,361 | $3,068-23.0% | $2,800-15.7% | $4,779-50.6% |
| Participant deferral / active EE | $10,747 | $4,050+165.3% | $3,704+190.2% | $5,609+91.6% |
| Admin fee / account holder | $299 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |