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 | $24,253 | $104,106-76.7% | $71,086-65.9% | $135,375-82.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -9.02% | 1256.30%-1265.3pp | 650.59%-659.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,280 | $1,485-13.8% | $1,088+17.7% | $4,779-73.2% |
| Participant deferral / active EE | $2,518 | $2,527-0.4% | $1,874+34.3% | $5,609-55.1% |
| Admin fee / account holder | $177 | $4,142-95.7% | $3,082-94.3% | $10,827-98.4% |