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 | $27,861 | $90,600-69.2% | $79,464-64.9% | $135,375-79.4% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -3.82% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,234 | $3,068-27.2% | $2,800-20.2% | $4,779-53.2% |
| Participant deferral / active EE | $4,668 | $4,050+15.3% | $3,704+26.0% | $5,609-16.8% |
| Admin fee / account holder | $7 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |