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 | $28,346 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.25% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $8,229 | $5,151+59.7% | $4,628+77.8% | $4,779+72.2% |
| Participant deferral / active EE | $3,728 | $6,799-45.2% | $6,426-42.0% | $5,609-33.5% |
| Admin fee / account holder | $167 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |