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 | $28,532 | $135,635-79.0% | $110,238-74.1% | $135,375-78.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.23% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,670 | $4,906-45.6% | $3,826-30.2% | $4,779-44.1% |
| Participant deferral / active EE | $6,646 | $5,506+20.7% | $4,672+42.3% | $5,609+18.5% |
| Admin fee / account holder | $14 | $11,457-99.9% | $8,547-99.8% | $10,827-99.9% |