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 7-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 | $14,980 | $138,044-89.1% | $125,339-88.0% | $134,475-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $1,985 | $5,243-62.2% | $4,814-58.8% | $4,740-58.1% |
| Participant deferral / active EE | $5,228 | $7,799-33.0% | $7,446-29.8% | $6,400-18.3% |
| Admin fee / account holder | $216 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |