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 | $23,802 | $90,600-73.7% | $79,464-70.0% | $135,375-82.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.82% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,683 | $3,068-45.1% | $2,800-39.9% | $4,779-64.8% |
| Participant deferral / active EE | $1,683 | $4,050-58.4% | $3,704-54.6% | $5,609-70.0% |
| Admin fee / account holder | $238 | $5,907-96.0% | $5,113-95.4% | $10,827-97.8% |