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 | $19,301 | $101,283-80.9% | $75,826-74.5% | $135,375-85.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.07% | 3384.62%-3392.7pp | 1914.15%-1922.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,186 | $2,382-50.2% | $1,913-38.0% | $4,779-75.2% |
| Participant deferral / active EE | $2,038 | $3,469-41.3% | $2,862-28.8% | $5,609-63.7% |
| Admin fee / account holder | $295 | $6,539-95.5% | $4,726-93.8% | $10,827-97.3% |