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 6-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 | $24,965 | $99,640-74.9% | $86,436-71.1% | $134,475-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.62% | 6782.58%-6794.2pp | 4394.89%-4406.5pp | 417.96%-429.6pp |
| Employer contribution / active EE | $5,910 | $4,400+34.3% | $3,769+56.8% | $4,740+24.7% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $50 | $8,371-99.4% | $6,731-99.3% | $11,426-99.6% |